Auditing is a Business feature and allows administrators to track user interactions within Crelate for analytical and security purposes. Once auditing is enabled, when a user makes an update to a record, the audit log captures that date and time that the user made that change. This information can be viewed from a record, as well as a report.
This article will cover:
Enabling Auditing
Viewing your Audit Logs in Reports
Enabling Auditing
As an administrator, you can enable this by going Settings | Advance Security and then selecting Basic, Standard, or Advanced.
Basic - Login/Logoff - Login Failure - Password Changes - Record Export - Backups - Changed Organizational Settings - Delete Records
Standard - Everything from Basic plus: Record Created - Record Updated - Record Deleted - Reports (Created, Updated, Deleted) - Lists/Views (Created, Updated, Deleted) - Roles (Created, Updated, Deleted)
Advanced (Available for Business Plus and Enterprise subscriptions only) - Includes everything from Standard plus: Changed fields for updated records and other details.
The auditing timeline depends on the subscription level you have:
Subscription | Basic Auditing | Standard Auditing | Advanced Auditing |
Business | 90 days | 30 days | N/A |
Business Plus | 1 year | 180 days | 90 days |
Enterprise | 1 year | 180 days | 90 days |
The Audit Log Report
The audit log is the report where you can view historical auditing information. To access audit logs in Crelate select Reports | Audit Log
Over to the right hand side, you'll see an option to filter your audit reports based on different criteria. You can filter by:
Date
Segments (Type of Record)
Actions (Level of Interaction)
Users
Users can Export and Search through the Audit Log Report:
An individual audit report can also be accessed within the contact record by selecting the This Contact drop-down and Additional Details.
Once the Additional Details are displayed, you may export or scroll through to view individual actions.
