Audit Reports & Logs

Audit reports give you extra visibility into your users' and leads' activity. They cover:

• Audit trails for user and partner emails
• Successful and failed login attempts
• When users export or delete data
• Database change logs

Retention Periods

• Export and authentication logs: 90 days
• All other logs: 14 days

Authentication Logs

• AUTHFAIL (failed login): shows the email address attempting to sign in, for both partners and users
• AUTHSTATUS (successful login): shows the user name and IP address
• AUTHPASS (password change): logs password resets via a reset link or a user's dashboard (not via Settings > Users). Shows the user name, IP address and date/time changed. Covers both partners and users

Lead Logs

• Lead Export: which signed-in user exported activity or leads (in bulk or directly from a lead), plus the date, time and IP address
• Lead Viewed: who viewed a lead, when, their IP address, and which page was viewed (Summary, Detail or Transactions)
• Lead Delete: lead ID, when, who deleted it, and IP address. Bulk deletes create a separate log per lead
• User Delete: user ID, when, who deleted it, and IP address

Email & SMS Logs

• User Email: system emails sent to a user. Includes lead-related emails (lead, task and due-soon notifications) and non-lead emails (lead API errors, email usage limit warnings, new partner/user account created, partner account paused, partner query, password reset, text message limit warning, unallocated reply text message). Shows the send time, IP address, subject and 'TO' address - plus the lead ID if lead related
• Part Email: system emails sent to a partner. Includes lead-related emails (lead delivery and follow-up) and non-lead emails (password reset, account set-up, low funds balance, accepted/declined returns). Shows the send time, IP address and subject - plus the lead ID if lead related
• User SMS: SMS notifications sent to a user. Shows when it was sent, which user received it, the content and the destination number
• Part SMS: SMS notifications sent to a partner. Shows when it was sent, which partner received it, the content and the destination number

Lead Action Logs

Every lead action shows which user performed it and when.

• New Lead: leads received via API, form post, iframe, lead import, user or introducer
• Lead Edit: when a lead is edited (lead edit, via the API, through a form, dialler, lead update, or contact details copied from a linked lead). Copied leads show the original lead ID. Database change logs sit here, showing the value before and after each change:
  • changed Email Address: "fred@example.com" > "freddie1@example.com", Date of Birth (Year): "1979" > "1984"
• Lead Viewed: whether the Summary, Detail or Transactions page was viewed
• Lead Flow: workflow stop/start
• Lead Hook: successful or failed webhooks, with the URL. Failed hooks show the status code
• Lead Status: the old and new status values
• Lead Type: lead type changes (before and after)
• Lead User: user changes (before and after)
• Lead Intro: changes to an introducer
• Part Del: delivery details (internet delivery), identifying which partner the lead went to
• Lead Ref: referral partner changes, with date and time
• Lead Rev: reversed transactions - all transactions reversed, introducer transactions reversed, or referral transactions reversed
• Lead Return: when a lead was returned, with the return reason, plus 'Lead return accepted'
• Lead Unsubf: when a lead's email address failed. Confirms which address failed and that permission to email is set to 'No'
• Lead Unsubu: when a lead unsubscribed. Confirms which address unsubscribed and that permission to email is set to 'No':
  • 09/09/2015 User: Sarah Lead ID: 113456, Lead details edited through Lead Edit

Backdated Logs

• Only Authentication and Bulk Export logs are backdated to 24 July 2015
• All other audit logs are available from when the account is upgraded to the Intermediate or Professional edition