How to Track Audit Trails and User Activity in a Regulated Environment
About this video
This walkthrough demonstrates how the audit trail provides traceability and accountability across the platform. It shows how teams can track changes to reports, views, and other platform activities, filter events by user or event type, capture e-signed actions, and export audit trail information as an Excel file or PDF. The video also covers user log history, providing visibility into user sessions and activity.
What you'll learn
- 01
Track platform actions and changes with a complete record of who performed an action and when.
- 02
Filter and export audit trail data by user and event type, including additions, deletions, and e-signed actions.
- 03
Review user session history to understand what users did, where they did it, and how long they were active.