Export Audit Trail Records Data

You must have the default Administrator or Supervisor role or a custom role that includes the VIEW_AUDIT_TRAIL permission to use the Administration > Audit Trail tab and control buttons.

To export audit trail entries into a Microsoft© Excel or comma-delimited file:

  1. Go to the Administration > Audit Trail tab.
  2. Locate the Audit Trail title bar. The results entry will be the number of Audit Trail events that will be exported. If a different set of entries is desired, choose from the following options to refine the results: Make these entries:
    • Show Details From:
      • From: date: Use the calendar to select a from date range.
      • To: date: Use the calendar to select a to date range.
      • Activity Type: Choose an activity type from the drop-down menu:
        • All: Display all audit message types.
        • Played Call: Display only Played Call messages.
        • Downloaded Call: Display only Downloaded Call messages.
        • Monitored Call: Display only Monitored Call messages.
        • Downloaded Movie: Display only Downloaded Movie messages.
        • Completed Evaluation: Display only Completed Evaluation messages.
        • Modified Evaluation: Display only Modified Evaluation messages.
        • Deleted Evaluation: Display only Deleted Evaluation messages.
        • Deleted Form: Display only Deleted Form messages.
        • Call Emailed: Display only Call Emailed messages.
        • Logged On: Display only Logged On messages.
        • Logged Off: Display only Logged Off messages.
        • Deleted Call: Display only Deleted Call messages.
        • Call Attached to Email: Display only Call Attached to Email messages.
        • Deleted User: Display only Deleted User messages.
        • Deleted Active Call: Display only Deleted Active Call messages.
  3. No of Records field: Enter a numeric value for the number of records to collect.
  4. Click Go.
  5. The search results will be shown in the Audit Trail table.
  6. Click Export Data.
  7. After a moment, an export box appears at the bottom of the screen, depending on the computer's setup. The export file will appear in the browser's Downloads folder.
  8. Open Microsoft© Excel or a CSV-compatible spreadsheet program to manipulate the data as desired.
  9. Click Clear to clear the Show Details From:, To: and Activity Type: fields and start over, if needed.