Using the Audit Log

This guide walks through the working parts of the Audit & Logs page: the filter bar, saving and reusing filter presets, the detail drawer that opens when you click an event, the before-and-after diff view, and the links that jump you straight to the related record.

The filter bar

The filter bar sits above the events table. Filters combine — each one you add narrows the results further — and the table refreshes as you change them. A running list of active filter chips appears below the bar; click any chip's × to remove just that filter.

Search

The search box matches against an event's summary, entity ID, and the actor's email. Typing is debounced, so the list updates a moment after you stop typing rather than on every keystroke. Use it for quick lookups like a specific document ID or a person's email.

Dropdown filters

Filter	What it does
Module	Limits results to one area of the system: Auth, System, Settings, Ownership, Inventory / Units, Sales, Layout, Dashboard, or Audit Logs.
Action	Limits to one action type — for example Create, Update, Delete, Status Change, Holdings Update, Approval, Reject, Login, Login Failure, Lockout, Export, Download, Unit Split / Merge / Switch, SVG Remap, Sign Up, or Invite.
Outcome	Success or Failure. Failures include blocked attempts and failed logins.
Actor	A specific user who performed the action. The list is populated from people who have generated audit activity.
Role	The role the actor held when they acted (for example Admin or Sales Head).
Entity Type	The kind of record affected — for example User, Party, Partner, Partnership, Project, Subproject, Unit, Stock, Quotation, Sales Order, Sales Invoice, Bank Account, or Document.
Project	Events related to a specific project.
Subproject	Events related to a specific subproject. Selecting a different project clears the subproject choice.

Each dropdown starts on an "All …" option, which means no filtering on that field.

Date range and presets

Set a From and To date to bound the time window, or use a one-click preset that fills both dates for you:

• Today
• This Week
• This Month
• Last 7 Days
• Last 30 Days

The To date includes the entire day, so an event late in the evening is still captured.

Clearing filters

When any filter is active, a Clear All button appears at the end of the date row. Use it to reset the page to the full, unfiltered trail in one click. You can also remove filters individually using the chips below the bar.

Saving and loading filter presets

If you run the same investigation regularly — say "all failed logins this month" or "ownership changes in Project X" — you can save the current filter combination as a preset and reapply it later.

Saving a preset

1. Set up the filters you want.
2. The Save Filters button appears in the header once at least one filter is active. Click it.
3. Type a name and click Save. A confirmation toast appears.

Your preset stores the filter values, not the results, so it always reflects the latest data when you load it.

Loading a preset

When you have saved presets, a Presets button appears in the header showing how many you have. Click it and choose a preset to instantly apply its filters to the table.

Deleting a preset

Open the Presets menu and click the delete (×) control next to a preset's name to remove it. A confirmation toast appears.

Reading the detail drawer

Click any row in the table to open the detail drawer on the right. It gives you the full story behind a single event:

• Action and outcome badges at the top — for example Update and Success, color-coded so the nature of the event is obvious.
• Module / Entity heading — for example Sales / Sales Order.
• Timestamp in your organization's timezone.
• Actor — the user's name and email, plus the role they held.
• Summary — a plain-language description of what happened.
• A link to the related record (see Navigating to the related record below).
• Changes — the field-by-field diff (see the next section).
• Reason / Comment — any reason the actor supplied with the change.
• IP address the action came from.

For Delete events, the drawer notes that the record has been deleted and is no longer available, and no link to it is shown.

Interpreting the diff view

For events that change a record — Update, Holdings Update, and Status Change — the drawer's Changes section shows a side-by-side comparison:

Column	Meaning
Field	The field that changed, shown with a readable label (for example Total Amount rather than a raw database name).
Before	The old value, shown in red.
After	The new value, shown in green.

A few things make the diff easy to read:

• Only changed fields are shown by default. If the record has fields that did not change, a Show N unchanged fields button lets you reveal them, and Hide unchanged fields collapses them again.
• Yes / No is used for true-false values, and empty values show as a dash (—).
• Lists and grouped values — such as partner holdings or stakeholder breakdowns — are summarized as readable, numbered lines rather than raw data.
• Internal identifiers are hidden or masked, so the diff focuses on the business values that matter to you.

:::tip Jump straight to the diff For Update, Holdings Update, and Status Change rows, the table shows a View diff link next to the action badge. Clicking it opens the drawer directly on the change details — handy when you are scanning many rows. :::

Navigating to the related record

Most events are linked to the record they affected. There are two ways to get there:

• In the table, the Entity / ID cell is a clickable link for events whose record still exists. Clicking it takes you straight to that party, unit, sales order, and so on.
• In the drawer, a View … button (for example View Sales Order) does the same and closes the drawer as it navigates.

Links are not shown for Delete events, because the underlying record no longer exists.

Sorting and paging

Every column is sortable — click a header to sort by it; the table defaults to newest-first by Time. Use the pagination controls below the table to move between pages, and change how many events appear per page (10, 20, 50, or 100).

Next steps

• Exporting Logs — save a filtered view to CSV or Excel and re-download past exports.