Audit and data
The audit history and the customer data export.
Settings → Audit & data covers traceability and data portability.
Audit history
Records immutable field, revision and workflow-state changes with author, timestamp and reason.
Each entry shows:
| Column | Shows |
|---|---|
| When | Date and the user who made the change |
| Record | Record type and ID |
| Change | The field and its transition, for example status — → draft |
| Reason | Why, for example Calculation created |
Search the history, and use Columns to change what is shown.
Entries are immutable — they cannot be edited or removed. That is the point: the audit history is evidence about your records, so it is only useful if it cannot be rewritten.
Customer data export
Export Customer Data downloads a portable, streamed JSON snapshot of operational records, calculations and audit history.
Export controls
The stated controls are:
- Full-access administrators only
- Timestamped JSON with table schemas and records
- Password, token, secret and access-key fields excluded
- Audit history included for traceability
When to use it
Backups outside the application, migrating to another system, responding to a data request, or archiving a completed body of work.
Handle it carefully
The export contains your entire operational dataset — clients, projects, results and audit trail. Credentials are excluded, but everything else is there in plain form. Treat the file as you would your database: store it somewhere controlled, and do not email it around.
This is also why Full access should be granted sparingly — see Managing a team member.