Auditing Reports
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

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:


Basic Auditing

Standard Auditing

Advanced Auditing


90 days

30 days


Business Plus

1 year

180 days

90 days


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.

Did this answer your question?