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On the Audit trail tab, pick one type chip and a From and To day, and the list narrows to the entries of that type in that period.

You filter on the Audit trail tab of Activity. The tab is open to admins and to roles with the audit switch on.

  1. 1 Open Activity and choose Audit trail.
  2. 2 Under the tabs, choose one type chip. All shows every entry.
  3. 3 Beside the tabs, enter a From day, a To day, or both. Each day is an IST day and covers the whole day.
  4. 4 To clear the dates, choose Clear beside them. When the list is empty, choose Clear the filter.

Only one chip is lit at a time. Each chip holds a family of events.

ChipWhat it holds
Requests & linksRequests created and closed, links issued, opened, sent, shared, reissued and expired, reminders, templates and published notices
ConsentsConsents recorded, withdrawn and declined, rights links issued and opened, receipts emailed
DocumentsDocuments received and replaced, and uploads removed or cleared before submitting
Retention & renewalsRetention decisions, deletions on schedule, consent renewals and the renewal setting
Rights & erasureRights requests, erasures, corrections and copies of a client's data you served
People & accountColleagues, roles, firm details and logo, account creation, email confirmation, password resets and two-factor changes
Views & sign-insDocuments viewed and downloaded, sign-ins and failed sign-ins, and refused actions
Breach & exportBreach incidents, exports of your data, audit trail exports and client list exports

A From day cannot be later than the To day, and neither can be later than today. Changing the chip or a day returns you to page 1. The page address carries the filter, so you can bookmark a filtered list. An entry of a kind that no chip covers shows only under All. Plan changes and tax invoices are among them.

The list shows the latest 500 entries that match. When more match, a line under the list says how many there are in all. The export uses the same filter and has no cap.