Audit Trail

The Audit Trail automatically tracks every action that occurs in the Spend hierarchy. It enables marketers to view a historical log of who did what and when. If a change was made in your investment plan by another user, you can easily view who made the change. This increases individual accountability and provides visibility into every user's actions at both the hierarchy and investment plan level.

Note

To export the Audit Trail list open the Roll-up or Details panel. The Audit Trail list will be exported as a .csv file. Please note that the export has a limit of 2000 entries.

  1. On the Budget tab, click on the Roll-up panel icon in line with the desired folder, sub-folder, or investment plan

    2. Note: If you access the Audit Trail at the folder or sub-folder level you will see all actions for the entire instance and can filter to show actions within a specified Sub-folder. If you access the Audit Trail for an investment plan, you will only see the actions that occurred relating to that specific plan.

  2. On the Roll-up panel, click on the Audit Trail icon.

  1. On the Investments tab, click on the Details panel icon in line with the desired marketing investment.

    2. Note: If you access the Audit Trail at the category or sub-category level you will see all actions for that category or sub-category and anything belonging to it.

  2. On the Details panel, click on the Audit Trail icon.

On the Audit Trail tab, you will see the action time, the user who completed the action, where the action took place, the area of the Investments tab that the action occurred, and the action details. You have several options to change how the Audit Trail is organized:

Click on the header to sort the column in ascending/descending order

  • Filter the Audit Trail to show actions completed in an allotted amount of time by clicking the Time drop-down menu and selecting the appropriate time period.

  • View the actions completed by a specified user by typing the user's e-mail address into the User text box.

  • Filter the Audit trail to display actions completed in a specified area of the Investments tab.

  • Check This folder only checkbox (only applicable for folders) if you would like to see actions that have occurred in the particular sub-folder.

Click the Search button to apply the filters to the Audit Trail list. The list will be refreshed with the filters applied.