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Getting Team Event History with Audit Trail

River Sloane Updated by River Sloane

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 the certain plans

Where to find it

If you have access to the Audit Trail feature you'll see a tab in the left hand sidebar between Content and Settings that says Audit. Click that and you'll head straight to the Audit Dashboard.

Start by Filtering the 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 the following attributes:

Once you're done click Apply Filters.

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:

Name

Available data

CREATE

What was created

READ

What was read

UPDATE

What was updated

Article / Category ID

Title

Preview (if it was an article that was updated)

DELETE

What was deleted

Article / Category ID

Download to CSV

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

  1. Filter your data
  2. Click Export in the top right

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