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Audit search view

The Audit search view allows you to access audit logs that track user activity and system events such as report data and market price updates in FA apps. To view the list of logged events, see FA audit logs.

audit search view.png

Viewing options

You can:

  • Search the table by user, target ID, or applications (fields at the top) or the quick search bar (indicated by the quick-search.png icon).

  • Refresh the table content by clicking refresh.png at the top right.

  • Export the audit logs as an XLSX file by clicking Export.

  • Adjust the table (see Adjust the view) and group the table information by certain columns (click on settings.png and then Group by).

Adjust the view

You can adjust the table layout and specify the search criteria and then save these modifications for later:

  1. Make your adjustments. You can:

    • Adjust columns.

      • Show or hide columns (columns.png).

      • Reorder by dragging and dropping.

      • Change the width by dragging the boundary.

      • Sort by clicking the column name.

    • Adjust table row density (density.png).

    • Filter the table based on column content (filters.png).

    • Search the table with the search fields at the top of the view.

  2. Click save.png and enter a name for the view.

  3. Click Save.

The adjustments are saved as a view, including the search fields at the top. You can now:

  • Set a saved view as the default. To do this, click the Saved views field or saved_views.png, and then click the star icon set-as-default.png next to the saved view.

  • Open a saved view, work with it and make changes to it, and then use restore.png to restore the view to its previously saved settings.

  • Clear the saved view and return to the initial system view (click Screenshot_2024-09-02_at_16_52_30.png in the Saved views field).

  • Rename or delete saved views (click saved_views.png to open the saved views sidepane).

Audit search results

The available columns are:

Action

The type of action performed by the user, such as logging in, creating a portfolio, generating a report, or calculating NAV.

Application

FA app where the action was performed.

Attachment

Attachment with the log details. You can download the attachment as a TXT file by clicking download.png or preview the attachment in the side pane by clicking view.png.

Component ID

The system component where the action was performed.

Event ID

Reference of the event that generated the log.

Log level

The log levels to view: "info", "warn" or "error".

Log time

The date and time of the user action.

Message

Log message describing the user action. You can expand long messages by clicking settings.png and Expand all messages.

IP address

User's IP address.

View

The application view where the action was performed.

Source

The log table where the action was recorded. Audit user log records user actions. Audit system log records system operations. For details, see Track what customer information has been viewed or exported in FA Back reference.

Target ID

The ID of the object the user viewed, modified, or created – for example, portfolio ID or transaction ID.

Target type

The type of object the user viewed, modified, or created – for example, portfolio or transaction.

User

User ID.