The primary use for the event log is to investigate changes in deal, master data or permissions and extract reports with information to auditors.
Audit / Events:
To filter the needed information in the event log start enter the text in a column in the first empty field. % can be used before and after text if it starts or ends with some other information.
Today not all columns are possible to filter on in the event log. If that is the case, extract it to Excel and do the filter in the Excel spread sheet.
Make the filer selection in Eventlog
- Right click and choose Print
- Click icon Export to excel
- Click on a cell in the table & click Ctrl+T
- Filer the needed information in Excel
Below are a list of some of the commonly asked changes and how to filter them in the Eventlog.
Deal changes
- Who entered and when
- If someone changed the deal and when
- Who approved the deal
- Has it been re-opened
- Accounting and payment status changes
Search for changes done by a user
Enter the users email adress in column users (no Capital letters)
Search for entered New deals & changed deals
Enter DealsParts in column Entity type
Changes in user Permission and Roles
Type RolePermission in EntityType to find all changes
Changed deal and Type reason
Type the reason and it is possible to use % in that column - Arguments
All Confirmed deals
Enter %Confirmed in column Arguments
Dealparts in column Entity type
Change Bank accounts
Enter "Accounts" in column Entity-type
If it is a specific account you want to find changes, for example type "%123XXX" (any part of the account number that you know) in Arguments to find the specific account.
Accounting
Enter Codings in column Entity type
Accounting ID in Entity Key value
Master data - Companies
To see all changes done in master data on companies, name (%Name) , legal name (%LegalName), email (%Email), country (%CountryCode), org no (%OrganizationNumber). description (%Description), BIC (%BIC), address (%Street)etc.
Enter Companies in Entity type
%text in argument
Different numbers
Deal ID - Entity type Deals
Transaction ID - Transactions
Dealpart ID - Deal part
Accounting ID - Codings
Payments - Payment ID
New deals
DealParts - Entity type
New and updated
- Export to excel
- Ctrl+T
- Search in Excel
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