Audit Log

The audit log records changes and views of sensitive data across the dealership. Each entry names the member, the action, the record, the result and the time. It answers who did what, and when.

Requirements:

• Only the owner may open Audit Log. The section does not appear in the menu for other roles. A direct visit by another role returns to the dashboard.
• The dealership plan must be Trade, Export or Custom. On Starter, the page shows the card The Audit Log Is Not Included In This Plan with the button Upgrade Plan. The button opens Billing.
• Recording starts on the day a plan that includes the audit log begins. Nothing earlier is available.

Entries are kept for six months from the day they were made. Older entries are removed and cannot be shown or exported.

What the log recordsCopy Anchor Link

The same member viewing the same record again within ten minutes is one entry.

The log does not record the following.

• Page navigation, and views of data that is not listed above.
• Activity of customers and partners on their portal links.
• Actions of the Carlio support staff.
• The contents of a change. The entry names the record, not the values that were entered.

Open the audit logCopy Anchor Link

1. Open Settings and select Audit Log.
2. Read the table. The newest entry is first.

Select Columns to show or hide a column.

A member who leaves the team keeps the name and the email address in the log until the entries expire. A former member's details are removed six months after the day the member left.

Filter the entriesCopy Anchor Link

1. Select Add Filter.
2. Select a field and then a value.

Each filter shows as a chip above the table. Select Clear All to remove every filter.

Move between pagesCopy Anchor Link

The table shows 10, 25 or 50 entries on a page, never more. Select a value in Rows Per Page at the bottom right to change the number. The page numbers at the bottom center open another page. The arrows open the previous and the next page. The text at the bottom left shows the entries on the page and the total.

A new filter or a new page size returns the table to page 1.

Export the logCopy Anchor Link

1. Apply the filters for the entries to export. With no filter, the export holds every entry.
2. Select Export.
3. Select Export As CSV or Export As Excel.

The text "Exporting" with a count and the total shows while the file is prepared. Select Cancel to stop. A cancelled export saves no file. The message Export Ready appears when the file is saved.

The file is named audit-log followed by the date. It holds these columns.

• Time (UTC), in the format of the international standard ISO 8601
• Member, Email and Role
• Action, in words, and Action Key, the code of the action
• Type, either Change or View
• Record Type and Record ID
• Result and IP Address

Notes on the export:

• The entries are read in batches, a short pause apart. A large log takes longer than a small one.
• An export holds at most 100,000 entries, the newest first. When the log is larger, the message states that only the newest entries were saved. Narrow the filters, for example by date, to export the rest.
• The CSV file opens in Excel with all characters intact. A cell that begins with =, +, - or @ starts with an apostrophe, so that a spreadsheet cannot run it as a formula.
• An export is itself an entry in the log.

Change the planCopy Anchor Link

The confirmation dialog of the plan change reports what happens to the audit log. See Billing.

NotesCopy Anchor Link

• The audit log shows to the owner only. No permission setting opens it to another role.
• A plan change takes effect when the payment provider confirms it.
• Entries cannot be edited or deleted. The system removes an entry only when it is older than six months.
• An entry can take a few seconds to appear after the action. Its time is the time of the action, not the time it appeared. Select the page again to read the newest entries.