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Review who did what in your organization

Admin

The Audit Log provides a complete, searchable record of important actions taken within your organization. Every change to financial data, user accounts, and other sensitive records is automatically logged so you have a clear trail for accountability and compliance.

Accessing the Audit Log

Go to Reports in the admin sidebar, then select the Audit Log tab. The audit log is available to organization administrators.

Understanding Audit Entries

Each entry in the audit log includes:

  • Timestamp -- The exact date and time the action occurred.
  • User -- The name or identifier of the person who performed the action.
  • Action -- What was done (for example, "created," "updated," or "deleted").
  • Entity -- The type of record that was affected (for example, "Transaction," "Fund," or "User").

Entries are displayed in reverse chronological order, with the most recent actions at the top.

Searching the Log

Use the Search box above the table to search across all fields. This is useful when you need to find actions by a specific user or actions related to a particular record.

Filtering by Entity Type

Use the Entity Type dropdown to narrow the log to a specific category:

  • All -- Show all logged actions.
  • Transaction -- Financial transactions (credits, debits, settlements).
  • Family -- Changes to family account records.
  • Event -- Event creation, modification, or deletion.
  • User -- User account changes (role updates, deactivations).
  • Fund -- Fund management actions (creation, distribution changes).

Select an entity type and the log refreshes to show only matching entries.

Pagination

The audit log loads 50 entries at a time. Use the Previous and Next buttons at the bottom to browse through older entries. The current page number and total entry count are displayed alongside the controls.

Exporting Audit Data

To export the audit log as a CSV file:

  1. Apply any search or filter you want (the export respects your current filters).
  2. Select Export CSV above the table.
  3. A CSV file downloads to your computer with columns for Timestamp, User, Action, and Entity.

The exported file is named with the current date (for example, audit-log-2026-03-21.csv) for easy filing.

What Gets Logged

StandShare automatically logs the following types of actions:

  • Financial operations -- Creating, updating, or deleting transactions, fund distributions, settlements, and scholarship awards.
  • User management -- Adding or removing users, changing roles, activating or deactivating accounts.
  • Event management -- Creating, modifying, canceling, or settling events.
  • Family account changes -- Updates to family profiles, balance adjustments.
  • Fund management -- Creating or modifying funds, changing distribution rules.
  • Administrative actions -- Impersonation sessions, configuration changes, compliance overrides.

Reading an Audit Entry

A typical audit entry looks like this:

TimestampUserActionEntity
Mar 21, 2026, 2:30 PMJane SmithupdatedTransaction

This tells you that Jane Smith updated a transaction record on March 21 at 2:30 PM.

For more detail about a specific change, you can cross-reference the timestamp and entity type with the relevant section of StandShare (for example, the financial reports or user management page).

Tips

  • Check the audit log regularly as part of your organization's financial oversight routine.
  • Use the Entity Type filter to focus your review -- for example, review all Transaction entries after settling an event.
  • Export the audit log before end-of-year reporting for your records.
  • If you notice unexpected actions, follow up with the user listed in the entry.
  • Audit logs cannot be modified or deleted. They provide a tamper-resistant record of all activity.

Next Steps