Audit Log

Switch between the five history types

Move between the different kinds of records the log tracks.

1. At the top of the page, click the tab you want: Appointments, Checkouts, Returns, Reassignments, or Patient Updates.
2. Read the number badge on each tab to see how many records it holds before any filtering.
3. The summary cards and the history table below update to match the tab you picked.

💡 Tip: Your search box text and the practitioner and date filters stay applied when you switch tabs. The Action Type, Payment Method, and Change Type drop-downs are each specific to their own tab.

Search the current tab

Quickly find records by name or keyword.

1. Click into the search box at the left of the Filters card.
2. Type any part of a name or keyword. The hint text tells you what it searches on that tab (for example Search patient, practitioner, service... on Appointments).
3. The table filters as you type — no need to press Enter. The entry count above the table updates to show how many matched.

Filter by practitioner

Narrow records to a single practitioner.

1. On the Appointments, Checkouts, Returns, or Reassignments tab, click the drop-down that reads All Practitioners.
2. Pick a practitioner from the list.
3. The table now shows only records tied to that practitioner.

💡 Tip: The Patient Updates tab has no practitioner drop-down — it offers a Change Type drop-down instead. On Reassignments, the list leaves out company-owned entries.

Filter by a date range

Limit records to a specific window of time.

1. Click the From Date button (calendar icon) and pick the earliest date you want to include.
2. Click the To Date button and pick the latest date you want to include.
3. The table shows only records on or between those dates. You can set just one of the two if you only need a start or end boundary.

Filter by action, payment, or change type

Use each tab's own drop-down to focus on one category of event.

1. On Appointments, click Action Type and choose All Actions, Created, Cancelled, Rescheduled, or No-Show.
2. On Checkouts, click Payment Method and choose All Methods, Credit Card, Cash, or PrePay.
3. On Patient Updates, click Change Type and choose All Types, Created, Updated, or Deleted.
4. The table updates to show only events of the type you chose, with color-coded tags making each easy to spot.

Clear all filters

Reset the view back to every record.

1. Once any filter is set, a Clear Filters button appears at the right end of the filter row.
2. Click Clear Filters.
3. The search box empties, every drop-down returns to its All option, both date buttons reset to From Date / To Date, and the full list of records returns.

Export the current tab to a spreadsheet (CSV)

Download the records you're viewing for use in Excel or Google Sheets.

1. Set up any search and filters first — the export includes exactly what's currently showing in the table.
2. Click the Export CSV button (spreadsheet icon) at the top-right of the Filters card.
3. A .csv file downloads, named for the tab and today's date (for example, checkout-audit-log-...csv).
4. Open the file in Excel, Google Sheets, or any spreadsheet program.

💡 Tip: The Export CSV button is greyed out (disabled) when the current table has zero entries. What you filter is what you download.