📝 Overview
The Audit Report provides a comprehensive log of all data changes across Dash. Whether changes are made manually by staff or automatically by background processes, this report ensures more transparency. Each entry includes detailed information such as the action taken, what was changed, who made the change, and when it occurred.
This visibility makes the audit report invaluable for administrators, support staff, and anyone investigating data discrepancies or ensuring compliance.
📂 How to Access the Audit Report
⚙️ How to Run the Report
You can tailor the Audit Report to find exactly what you're looking for using several filter options:
🔍 Filter Options
Click the arrow to learn more about the filtering options
Click the arrow to learn more about the filtering options
View Changes To
Filter by system area: Everything, Customers, Rosters, Programs, Memberships, Events, and more.Customer ID / Roster ID / User ID
Focus on one specific customer, registration, or employee.Edited By User
View changes made by a specific employee or user account.Start & End Date and Time
Set a time window to view changes within a particular date range (you can leave these blank to view all records).Limit
Choose how many entries appear per page (up to 500).
After applying your desired filters, click Search to generate the results.
🧾 Audit Report Results
Once you have run the Audit Report, the results table will display detailed records of each logged change. You can click the arrow in any column header to sort the data or adjust the visible columns using the display settings.
Click the arrow to see the different column details
Click the arrow to see the different column details
Action
The type of change performed (e.g.,ROSTER_ADD
,UPDATE
,DELETE
).ID and Name
The unique identifier and name of the customer, roster, or item affected.Type and Field
The category (e.g., Customer, Roster, Program) and specific field that was changed.Old Value / New Value
Displays what the value was before the change and what it was updated to.Modified By
Indicates the user or system process that made the change.Timestamp
The exact date and time the change occurred.Notes
Additional metadata such as IP address, API request details, and request source (e.g., dashboard, kiosk, or API).
📄 Export Options
Click the arrow to view the export options
Click the arrow to view the export options
CSV – Best for spreadsheets and sorting/filtering data further.
PDF – Ideal for a printable or shareable version with formatting intact.
✅ When to Use This Report
Click the arrow to see why running the audit report is helpful
Click the arrow to see why running the audit report is helpful
Track down who made a change, what changed, and when it happened
Investigate edits to customer records, rosters, or program details
Validate membership status and billing history
Monitor user activity and ensure accountability
Support compliance audits and internal reviews
🗓️ Event Auditing
The audit report captures all key changes related to scheduled events, offering a detailed timeline of edits and actions taken by staff or the system.
Click the arrow to view different scenarios where this audit report is useful
Click the arrow to view different scenarios where this audit report is useful
An event was mistakenly deleted or edited.
Capacity changes impacted registration.
A staff member altered the event schedule unexpectedly.
🧾 Membership Auditing
All actions affecting memberships—including plan changes, sign-ups, cancellations, and billing—are logged and searchable.
Click the arrow to view different scenarios where this audit report is useful
Click the arrow to view different scenarios where this audit report is useful
Confirming if a membership was auto-renewed or canceled
Reviewing adjustments made to billing or dates
Investigating missing access to benefits or features