Overview
The User Audit report provides detailed information about user activity and access within Deal Manager. You can filter by users and export the data for compliance or internal review.
Key benefits / use cases
Track user activity across your portfolio.
Monitor login history and identify inactive users.
Review user roles and permissions for security and compliance.
Export audit data for reporting or audits.
How to use the User Audit report
Apply filters
You can filter the report by:
User name
Email/User code
Report details
The report displays:
Name
Email/User code
Role
Last login date
Days since last login
Active status
Access to all Deal Manager properties
Additional user attributes
Export options
You can export the report in multiple formats:
Excel
CSV
PDF
Steps to export
Apply the desired filters to customize your report.
Click the black box icon on the right side of the screen.
Select or deselect columns to include in your export.
Choose your preferred export format (Excel, CSV, or PDF).
Tip: Use column selection to create a clean, relevant report before exporting.
FAQs
Can I filter by user?
Yes. You can filter the report by specific users using the User filter.
What data does the User Audit report include?
It includes user details such as name, email/user code, role, last login date, days since last login, active status, and property access permissions.
Can I export the report?
Yes. You can export the report in Excel, CSV, or PDF formats.