Audit Logs

Overview
Methods to View Audit Logs
Audit Logs Page
Log Actions
Event Details
Benefits of Audit Logs

Overview

Ordway provides the ability to view Audit Logs for select items across the platform. Audit Logs track system activities such as user sign-ins, record creation, updates, deletions, invoice generation, and other system actions.

Audit Logs also capture changes made to Analytics reports, folders, permissions, and access settings, enabling administrators to monitor configuration changes and user actions.

Notes

Audit Logs display timestamps in the UTC time zone.

Log retention is:
- 90 days for Production environments
- 30 days for Sandbox environments

Methods to View Audit Logs

There are two ways to access Audit Logs in Ordway.

Method 1: View All Audit Logs

You can view all logs across the UI. The Source column identifies where changes originated from. Examples include UI, Salesforce (SF), or the system.

Steps

In the left navigation menu → Operations → Logs → Audit Logs. This page displays all audit events recorded across the platform.
You can review activity such as record creation, updates, and other system actions.

Method 2: View Audit Logs from a Specific Module

Audit Logs can also be accessed directly from specific modules.

Examples

AccountTypes	BillingRuns	BillingSchedules	ChartofAccounts
Credits	FinancialPeriod	Invoice	JournalEntry
ManageCurrencies	Orders	RevenueRules	RevenueSchedule
Statements	Subscription	Taxes	Usage
Quotes, Quote Charges	Plans, Charges	Payments	Coupons
Price Books	Refunds	Billing Runs	Payment Runs

Steps

Navigate to the desired module. Example: Credits
Locate the record.
Click the Actions menu (⋮) next to the record.
Select Logs → Audit Logs.
This displays the audit history for the selected record.

Audit Logs Page

The Audit Logs page displays a list of recorded system events.

Each log entry includes the following information:

Field	Description
Date	Date and time when the event occurred
User	User who performed the action
Event	The action performed on the record or Analytics object, such as creating, updating, or deleting a report, folder, permission, or access configuration.
Source	Indicates where the change originated

Examples of Source values include:

UI – Action performed directly within Ordway
API – Change made through an API request
Salesforce (SF) – Change initiated through Salesforce integration
System – Automatically generated system action

Audit Events for Analytics

Audit Logs record changes made to Analytics objects, allowing administrators to track configuration changes and user activity.

Audit Logs record events for supported Analytics objects. The following audit events are available.

Object	Supported Audit Events
Reports	Create, Update, Delete
Folders	Create, Update, Delete
Permissions	Create, Update, Delete
Access	Grant, Modify, Remove

Note: The exact events available depend on the Analytics object and the action performed.

Sort Audit Logs

Click the Date column header to sort available Audit Logs by date.
This helps to quickly locate the most recent or older events.

Example Analytics Audit Events

Examples of Analytics events recorded in Audit Logs include:

Create Analytics Report
Update Analytics Report
Delete Analytics Report
Create Analytics Folder
Update Analytics Folder
Delete Analytics Folder
Modify Analytics Permissions
Update Analytics Access

Filter Audit Logs

Use filters to locate a specific Audit Log.

Steps:

Click Filters.
Select the desired filter criteria.
Click Apply Filter.

Common filters include:

Object
Record ID
User
Event Type
Date Range

Log Actions

The available hyperlinks for each Audit Log may vary depending on the module being viewed.

View Log

To view details for a specific log entry:

Locate the log.
Click the three-dot menu (⋮) next to the log.
Select View.
The Event Details are displayed.

Event Details

The Event Details window provides detailed information about the selected audit event. It includes a summary of the event and the specific record data captured during the action.

Event Summary

The Summary section displays key details about the audit event.

Field	Description
ID	The record ID associated with the event
User	The user who executed the action
Source	Indicates whether the action was performed through UI or API
IP Address	The IP address used to execute the action
Date	The date and time when the action occurred

Example: Create Credit – CR-00087

This indicates that the credit record CR-00087 was created by the user through the specified source.

Credit Parameters

The Credit Parameters tab displays the complete set of parameters captured for the record at the time the event occurred.

The information is displayed in JSON format and may include:

Credit ID
External ID
Customer ID
Billing contact details
Credit amount
Associated metadata

This section allows users to review the complete object data stored during the event.

Changed Parameters

The Changed Parameters tab displays the specific fields that were modified during the event.

For each field, the system displays:

Field	Description
Field Name	The field that was updated
Previous Value	The value before the change
New Value	The updated value

The system may also display changes related to associated records. This provides field-level visibility into what information changed during the event.

Refer configure Audit Fields for more details

Benefits of Audit Logs

Audit Logs help to:

Track record creation, updates, and deletions across supported modules.
Monitor changes to Analytics reports, folders, permissions, and access settings.
Identify who performed specific actions and when they occurred.
Maintain system transparency, auditing, and compliance.
Troubleshoot unexpected configuration and data changes.

Contents

Overview