Summary
Learn how to use System Logs to identify when a consultant has exported data from the CRM.
System Logs record export activity performed within the CRM. These logs provide visibility into consultant actions and can help you verify whether data has been exported.
To review export activity:
- Go to: More > System Logs
- Select the consultant whose export activity you want to review
- Under Action, select Message
- Select a Date Range if required
These filters display activities performed by the selected consultant, including CRM export actions.
- Click the drop-down on the logs to provide more information
Expanded log entries may show the filters used before the export was performed and can provide a link to the exported file.
If the logs are under 10,000 you can Export them to CSV to allow further examination via filters