This feature 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
Audit Logs are not available in demo instances
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 glossary of audit resources lists the information that can be retrieved using Audit Logs:
Resource | Synonyms | Description |
User | Staff Advisor | Changes made directly to the staff member |
Client | Member | Changes directly made to the client |
Location | Branch | Change made directly to the location |
Service |
| Changes made directly to the service |
Questions |
| Change made to directly to the question or its options
Does not include what services a question is assigned to
Does not include client’s answers to the questions. |
Category | Staff category Service Category Location Category | Changes made to the resource category itself. (example: name & external id)
Does not include assignment of resources to a category |
Assignment | Location Assignment Service Assignment | Changes made to a user's location or service assignments |
Business Hours | Location Hours Branch Hours | Changes made to a location's hours |
Working Hours | Staff Hours Advisor Hours | Change made to user’s hours |
Adjustment |
| Exceptions to a user’s or location’s hours. See the resource details section to determine if it was a location or user adjustment |
Settings | Vendor Settings Enterprise Settings | Changes made to settings on the vendor/enterprise level |
Line of Business Settings |
| Changes made to settings on the line of business level |
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
An example Audit Log (click to enlarge)
NOTE: Up to 90 days of data logs can be generated in one report, with the ability to access data going back to January 1, 2025.
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 data can only be accessed as far back as January 1, 2025.
What’s the maximum time range for a single report?
Reports can be generated for up to 90 days of data only.
How long does it take to generate a report?
Reports generate immediately. The run time will depend on the amount of data being requested.
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.
Can I get real-time audit data?
Not real-time, but same day. Audit data is delayed 6 hours, so you can request a report for changes that happed 6 hours ago or more.
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.
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.