Audit trail allows you to see what changes have been made to your account. It tracks most changes within the application. Some examples of how it can be used include viewing changes made to a specific lease or checking changes to a company's settings
Access the Audit Trail
To access your Audit Trail, simply click on Audit Trail on the sidebar:
How to Run a Audit Trail Report
There are variety of different filters that can be used when running a report to view the changes made in the application:
Field Name | Description |
Pre-selected Ranges | Use a pre-selected range for the report or the date selector for a specific range.
The range selected will show the history of changes for that specific period. If there is a change made outside the report range, it will not be included in the report. |
Companies | Filter the report to the audit trail for specific companies |
Agreements | Filter the report for specific agreements |
Users | Filter the report for specific user audit trail |
Category | A category is a section in Cradle that audit trail can be filtered for, such as the agreement initial recognition tab. |
Actions | This field allows you to filter for the type of history. For example, if you want to see if any agreement information has been subsequently changed, filter for “Changed” |
Objects | This is the most granular level you can filter the report by. For example, if you want to run a report to see if any users have changed the discount rate, you’d select “key financial input”, as that’s the section the discount rate is located in the Initial Recognition tab.
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Changes That Are Tracked
Agreement level
Initial recognition
Modifications
Custom fields
Settings
Non-lease payments
Custom events
GL codes
Attachments
Company Level
GL codes
User permissions
Settings
Parent Level
User permissions
Chart of accounts
GL Templates
Custom fields templates
Settings
Changes That Are Not Tracked
Payment information
Billing details
Individual user's name, email and passwords
Adding and removing available asset classes
Adding and removing available custom fields
Report column changes
Actions, such as recalculating agreements or running reports
Who Has Access to the Audit Trail?
Super-admin and Company-admin users always have access. However, for regular, read-only and auditor accounts you can specify if they have access under their permissions.
Please note that audit trail will only be accessible to users based on what company they have access to as well as their permission levels.
Super Admin:
Can see all changes
Company Admin:
Only have access to the assigned companies
Does not have access to chart of accounts (GL Columns, GL Templates)
Does not have access to parent settings
Regular user, read-only user, auditor:
Only have access to the assigned companies
Do not have access to user permissions
FAQ
I cannot find the Audit Trail tab in the sidebar.
The audit trail feature must be activated for your account. Please contact [email protected] for more information.
What are those long alphanumeric numbers under the Company/Agreement/Object columns?
These are unique identifiers. When an object like an agreement or a modification is deleted this number is saved history purposes.
I deleted an agreement, now I cannot find it in the audit trail.
Since the agreement is deleted, it is now only referenced by its unique identification.
I deleted a company, now I cannot find it in the audit trail
Since the company is deleted, it is now only referenced by its unique identification.
#audit logs #cradle changes #track changes #agreement history