Export Audit Trail to CSV

Export your Audit Trail to a CSV file for easy viewing.

Note: Audit Trail exports are limited to 20,000 line items. If your list exceeds this limit, please export your Audit Trail data in filtered batches. Learn more here.

Export the Audit Trail

  1. Click Reports → Audit Trail.
  2. Apply filters if needed. For example, you can filter the report to show a single user's actions.
  3. Click Search.
  4. Click the arrow icon to the right of the Search bar and select Export to CSV.

Note: The times in the Audit Trail export will reflect the UTC timezone.

Export Headers

  • Action ID
  • Date
  • Action
  • Actor (User)
  • Client (if applicable)
  • Object
  • IP of device
  • Object ID
  • Object State ID
  • Object Type (such as Note, Form, Invoice)
  • Actor ID 
  • UserAgent (information about the device logged in)

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