Audit Trail

Starting from Release 3.14.0 together we also developed the ability to view changes made with Solicitor Concierge data and download the report as a log file. In the report we can see the creation, editing and deleting operations. This feature is available for Client Admin, MG2 Admin and MG2 Developer Roles.

In the Grid the following information is displayed:

• The name of the table in the database where the changes were made

• The date of the change

• The type of the change: Added, Modified, Deleted

• The login of the user who made the changes

• Value

• Client code

• 'Details' icon that opens the right-hand panel with additional info

Import/export is not reflected in the reports i.e. if the entity will be created/modified during export it will not be reflected in these logs

1. Ensure that you have one of the following Roles: Client Admin, MG2 Admin, MG2 Developer Roles

2. Select the 'Reports' in the left-hand menu

3. Select 'Audit Trail'

4. Optionally apply sorting and/or filtering. Default order sequence is by change date, descending

5. Click 'Export' button

Reports -> Audit Trail