Getting Team Event History with Audit Trail

Finding Audit
Filtering Audit Data
- Example Audit
- Data Types
Download to CSV

For large teams knowing who's doing what matters. In HelpDocs we track each action a team member makes and allow Owners and Admins to review it. Here's how it works.

Audit Trail is available on certain plans

Finding Audit

There are a few ways to access Audit Trail in HelpDocs depending on what you're looking for:

Finding general Audit activities

Head to the Audit tab in the left hand sidebar.

Activity for a specific article

Head to the article, click the ⋮ More button, then click View activity in Audit.

User-specific activity

Head to Settings > Users, select the person you want to find activities for, then click View audit log at the bottom of the table.

Filtering Audit Data

The first step is to narrow down your search. Do you want to see what everyone did this month? Maybe you'd like to see who's been creating articles recently.

You can filter your Audit Trail data with these attributes:

Filter Type	Description
Date Range	Start & end date for the events
Users	Specific team members to find activities for
Articles	Activities related to specific articles
Categories	Events within specific categories
Event Names	Specific types of events
Data Types	Create, Read, Update, or Delete actions

Example Audit

Here are some common scenarios and how to filter for them:

🆕 Track recent article updates

Set Date Range to last 7 days and Data Type to Update.

👋 Monitor new team member activity

Select the specific user and set Event Names to Create Article and Update Article.

🚮 Review deleted content

Set Data Type to Delete and choose relevant Categories if needed.

📂 Check article translation updates in the last month

Choose an article in Include articles, set Event Name to Translate Article, and Date Range to the last 30 days.

Data Types

If you're familiar with development you'll likely have heard of CRUD (Create, Read, Update, Delete).

If not these are basically the four basic types of functions the majority of applications allow. In the Audit Trail you can view by Data Type and you'll get the following data back for each action:

Data Type	Description
Create	Anything that is newly created, like an `Article Created` event.
Read	Something was accessed, like a `Login` event.
Update	Something was updated, like an `Article Updated` event.
Delete	Something was deleted, like a `Clip Deleted` event.

Use Data Type to find all activities for that event type.

For example the Event Types Restore Article, Translate Article, and Update Article are all Update Data Types.

Download to CSV

You can quickly download the data on the page to CSV:

Filter your data
Click Export in the top right

Table of Contents

Getting Team Event History with Audit Trail

Audit Trail lets you track, filter, and review all team member actions in HelpDocs.

Finding Audit

Filtering Audit Data

Example Audit

Data Types

Download to CSV

Related Docs

Table of Contents

Finding Audit

Filtering Audit Data

Example Audit

Data Types

Download to CSV

Related Docs

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