Introduction
The Audit Logs report provides a detailed record of all changes made to data in your Ledgy account. It allows admins and owners to track who made changes, what was modified, and when — ensuring full transparency and accountability for compliance, governance, and internal auditing purposes.
This article explains how to access and use the Audit Logs report to monitor activity across your organisation.
How to access the Audit Logs report
To access the Audit Logs report:
Navigate to Reporting > Operational in the main menu
Click on Audit logs
How to use the Audit Logs report
The Audit Logs report lets you filter and view changes across different data collections in Ledgy. Here's how to use it:
Step 1: Select a collection
Use the Collection dropdown to select which type of data you want to audit. Available collections include:
Transactions (selected by default) — Track changes to cap table transactions
Stakeholders — Monitor updates to stakeholder records
Documents — View changes to uploaded documents
Share classes — Track modifications to share class configurations
Collaborators — Monitor team member permission changes
Companies — View changes to company settings
Roles — Track role assignment changes
Exercise windows — Monitor equity window updates
Restriction periods — View trading restriction changes
And more...
Step 2: Select a date range
Set your desired time period using the From date and To date fields. By default, the report shows the last 7 days of activity. You can adjust this to view historical changes as needed.
Note: If the selected date range contains a large number of logs, the report may be truncated. Consider selecting a shorter time range if you see a "Report Truncated" warning.
Step 3: Review the audit log entries
The report displays a grid with the following columns:
Record — The name or identifier of the affected record
Type — The type of change (Create, Update, or Delete)
User — The team member who made the change
Key — The specific field that was modified
Old value — The previous value before the change
New value — The updated value after the change
Date — When the change occurred
By default, entries are grouped by Record and Type to help you quickly identify all changes made to a specific item.
Exporting the Audit Logs
You can export the audit log data for external analysis or compliance documentation. Click the Download button in the top right corner of the report to export the data.
Common use cases
Compliance audits — Provide auditors with a complete trail of all cap table changes
Troubleshooting — Identify when and by whom a specific change was made
Security monitoring — Track permission changes and access modifications
Process verification — Confirm that transactions were processed correctly
FAQs
How long are audit logs retained?
Audit logs are retained for the lifetime of your Ledgy account and can be accessed at any time through this report.
Can I filter the audit logs by a specific user?
Yes, you can use the grid's built-in filtering capabilities to filter by the User column to see all changes made by a specific team member.