This feature is currently in Beta and is only available to select organizations at this time. Contact your Customer Success Team for more information.
Current limitations:
Only changes made by Admin users are shown in the Audit Log
Only one day of Audit Logs can be generated in a report
Objective
Access a detailed record of changes within your Coconut instance, enabling your organization to analyze the root cause of issues, verify the source of changes to information, and ensure the fulfillment of compliance and accountability requirements. Each log captures who made the change, when it occurred, and what was modified.
How can I enable Audit Logs?
To enable Audit Logs, please reach out to your Customer Success Team.
NOTE: Advanced Analytics is required to use Audit Logs.
What can my organization Audit?
This table lists the information and related modification types that can be retrieved using Audit Logs:
Data | Modification Type |
Settings - all | Update |
Settings - Integrations | Update |
Settings - Notifications | Update |
Settings - Branding | Update |
Settings - General | Update |
Users/Staff | Create, Update, Delete |
Clients | Create, Update, Delete |
Locations | Create, Update, Delete |
Services | Create, Update, Delete |
Working Hours | Create, Update, Delete |
Business Hours | Create, Update, Delete |
Hours Adjustments | Create, Update, Delete |
Questions | Create, Update, Delete |
Categories - Staff | Create, Update, Delete |
Categories - Location | Create, Update, Delete |
Categories - Service | Create, Update, Delete |
Assignments | Create, Update, Delete |
Organization Settings | Create, Update, Delete |
Generate an Audit Log report
From the navigation menu, click Reports
Click Generate a new report/Template
Select Audits from the Report Type dropdown.
Choose a date range
Click Generate
Only one day of Audit Logs can be generated in a report at this time.
Note: Reports are generated overnight for system performance. Check the Reports table for:
Report requester
Report type
Generation timestamp
Status (Completed/Failed)
Download option
Hot Tip! You can schedule a daily Audit Log report using the following steps:
From the navigation menu, click Reports
Click New and select Report Template
Set the Report Type to Audits
Select Generate Report on a Schedule
Title your report
Click Save
Frequently Asked Questions (FAQs)
How far back can I access audit data?
Due to system performance considerations, Audit Logs can only be accessed for the last 356 days.
How long does it take to generate a report?
Reports are generated overnight to maintain system performance. The report status can be viewed from the Reports table the next business day after the report was triggered.
What happens if my report fails?
If a report fails, you'll see a "Failed" status in the Reports table. Try regenerating the report again or contact your Customer Success Team if the issue persists. Note that the next business day timeframe still applies to re-triggered reports.
Can I get real-time audit data?
Currently, audit data is only available through overnight generated reports. Real-time auditing is not supported.
What format are the reports in?
Reports are delivered in CSV format, making them easy to analyze in spreadsheet applications.
Is there a limit to how many reports I can generate?
There's no limit to the number of reports you can generate, but Coconut recommends only running one request per night to optimize system performance.
How can I share this report with others in my organization?
Due to security reasons, Coconut does not recommend you share these reports without checking your organization's policies on who should see this information.