Audit Trail: Exporting the Record of Changes

TenancyDesk records changes to the records that make up a tenancy, so you can show later who changed what and when.

What is recorded

Changes to:

• Deals & properties (and the deal's tasks);
• Payments & disbursements — payments, schedules, attachments, owner disbursements and changes of payment method;
• Parties & documents — contacts and their identification, documents and their pages;
• Portal access — invitations to and revocations of client portals.

Each change carries who made it, the address it came from and which fields changed. Changes made by scheduled jobs appear as system; changes made through a client portal, where no staff member is signed in, appear as unauthenticated.

What is not recorded

The audit trail is a record of changes, not of every page someone viewed or every file someone opened. Records outside the four groups above — for example your team's user accounts and roles, billing, or integration settings — are not in it.

Exporting it

An Admin opens Settings → Audit Trail and, under Request an export, chooses the period (From / to), What to include (the four groups above), the Format and, optionally, a Reason:

• CSV — one row per change;
• Excel — the same rows plus a summary sheet;
• JSON — full snapshots, for machine review;
• PDF — a summary document of the first 500 changes.

The export is prepared in the background; its status moves from Queued to Preparing to Ready, and then you download it.