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Module 12 · Privacy & HIPAA

The audit log

Review who viewed, changed or exported records, filter the log and export it as CSV.

Lesson 45 of 45~1 min readOpen in the Help Center
The Audit log with filters and recent entries.
Walkthrough

The audit log

1 min · captions and read-aloud

Who can see it

Agency owners, admins and compliance staff can open Team → Audit log to see activity across the agency. Pro users on a personal workspace can see their own activity.

The Audit log with filters and recent entries.
The Audit log with filters and recent entries.

Filtering and exporting

Filter by action type (sign-in, clients, notes, team and more), resource, the person who acted, and a date range. Entries load 500 at a time, newest first.

Export CSV downloads the newest 500 entries that match your filters. Free-text details such as names and messages are redacted in the export, and the export itself is recorded in the log. Audit entries are kept for seven years.