Audit
User Guide — Reviewing the History of Every Change
Module: Data Update | Last updated: August 2026
Contents
- Overview
- Choosing a Table
- How the Audit Trail Is Organised
- Reading a Change History
- Searching and Expanding
- Exporting
- Quick Reference
1. Overview
Every change made on the Edit Data page is recorded — what the value used to be, who changed it, and when. The Audit page is where you read that history back. It answers the questions that come up after the fact: Who changed this record? What did it say before? When did that happen?
The history is organised by record, so you can look up a single item and see everything that's ever happened to it, laid out from its current state back through each earlier change. It's a read-only page — you're reviewing history here, not editing — and anyone with access to a table can review its trail.
What you can do here
- Pick a table and see every record that has changes recorded against it.
- Open a record to see its current values and the full chain of earlier changes.
- See who made each change and when.
- Search for a particular record or value.
- Export the complete history to Excel for review or reporting.
WHERE TO FIND IT — This page lives under Data Update → Audit.
WHERE THE HISTORY COMES FROM — The trail is built from the table's audit mirror, the companion table set up during Data Update Preparation. Every time someone commits an edit on the Edit Data page, a record of it is written there — and that's what this page shows.
2. Choosing a Table
Like the Edit Data page, the Audit page starts by asking which table you want to look at. When nothing is selected, the main area shows a card for each table you can access; you can also switch tables at any time from the Audit Table panel on the right.
Pick a table to load its change history. If a table has no recorded changes yet, the page tells you so — commit an edit on the Edit Data page and it will appear here.
3. How the Audit Trail Is Organised
The history is grouped by key — the value (or values) that uniquely identify each record, such as an item number. Each key appears as its own expandable card, so all the history for one record stays together in one place.
Each card's header shows, at a glance:
- The key — which record it is (for example,
100 · AMP-VAL-0033). - A change count — how many changes have been recorded for it.
- When it was last changed.
Open a card to see the detail. Inside, the record is shown as a small table with two kinds of row:
| Row | What it shows |
|---|---|
| Current (highlighted green) | The record's live values right now — what it holds today. |
| Each change (newest first) | A snapshot of what the record looked like just before that change was made, along with when it happened and who did it. |
Reading from the green Current row downward, you're stepping backwards in time: each change entry is an earlier version of the record, so you can trace exactly how a value came to be what it is today.
4. Reading a Change History
Inside an opened record, each row of the detail table has these columns:
| Column | What it shows |
|---|---|
| Record | The kind of entry — Current for today's values, or the type of change for a history entry (typically Updated; Inserted or Deleted where those apply). |
| When | The date and time the change was made. Blank for the Current row. |
| Changed by | Who made the change. Blank for the Current row. |
| The value columns | The record's values, with the key column(s) shown first, followed by the other columns. On a change row these are the values as they were before that change. |
So to see what a field used to hold, compare the Current row at the top against the change entries below it: the newest change shows the value just before the most recent edit, the next one shows the value before that, and so on.
5. Searching and Expanding
A couple of controls help you move through a long trail:
- Filter by key or value — the search box narrows the list to records whose key, or any recorded value, matches what you type. Handy for jumping straight to one item, or for finding every record that ever held a particular value.
- Expand all / Collapse all — opens or closes every record card at once. A count beside it tells you how many records have changes.
When a table loads, all its records start expanded so you can see everything; collapse them to scan the list of keys, or search to focus on one.
6. Exporting
Export downloads the change history to an Excel file for review, sharing, or record-keeping. It always exports the complete history for the table — not just what's currently on screen or matched by your search — so the file is a full record.
The spreadsheet is laid out for easy reading: a Key column (kept in view as you scroll), then Record, When, and Changed by, followed by the value columns — with a title line noting the table and when it was exported.
7. Quick Reference
A fast lookup for the most common actions.
| I want to… | Do this |
|---|---|
| See a table's change history | Pick the table from the cards or the Audit Table panel |
| Find everything that happened to one record | Search its key, then open its card |
| See who changed a value, and when | Open the record → read the Changed by and When columns |
| See what a value used to be | Compare the green Current row with the change entries below it |
| Find every record that held a certain value | Type that value into Filter by key or value |
| See the list of records without the detail | Collapse all |
| Get the full history into Excel | Export (exports the complete trail, not just the screen) |
| Understand why a table shows no history | No edits have been committed for it yet — make and commit a change on Edit Data |
Source: OnCoor Data Update product documentation, written for end users. For the latest screens and options, always refer to the in-app interface.