With all of your team sharing data in one system, there’s going to be times that you need to know who did what. Use the Actions Log to get a list of actions taken across your system that you can search and download.
What kind of actions are logged?
A variety of actions are logged across your system:
Items added or updated on an opportunity
Comments on a discussion
Exports from System Setup or of custom views
Data erased using the erase data tool
Records deleted
Records viewed
Invoices posted to QuickBooks Online (QBO) or Xero.
Get started
Head to System Setup > Actions Log to get started. Your initial view is all of the actions on your system, with the latest actions at the top.
You’ll see the user account, IP address, action type, date, along with the associated record (subject name), and a description that includes additional information (e.g. the document or item name).
Filter your view
Use the options at the top to filter your view:
Search for
Find text in the description or subject nameDate range
Choose to see actions between a range of datesUser
See only actions by a particular user accountAction type
Filter by type of action
Hit Search when done.
Export actions
Download your view to CSV spreadsheet by using the small download icon at the top-right.
Session ID
The downloaded spreadsheet includes a “Session ID” column. The session ID is unique to the logged in user account’s particular browser session.
User agent
Whenever you visit a website, your internet browser passes along your user agent. This is some text that lists information about your web browser version and operating system. This is also included in the exported spreadsheet.