Before you start
Prerequisites and permissions
Have ready
- An active staff account with view access to at least one supported business domain.
- Owner access and the Evidence export package feature for CSV downloads.
Access rules
- The timeline includes only domains the current role, Team permissions and package may view.
- Only an active Owner with Evidence export in the plan can download a CSV. Access is checked again at download.
- The timeline does not include financial amounts, private message details or private file addresses.
Where to find it
Navigation map
- Audit & export
- Tools → Audit & export
Walkthrough
Step by step
- 01
Choose domains
Choose the business areas you need to review. Areas you cannot access are not shown.
- 02
Set an exact date window
Use From and To dates when needed. Results freeze at the displayed UTC snapshot so later pages and a CSV use the same evidence boundary.
- 03
Review safe activity
Open the original record from its activity row. You can see the action and who made it; private message details are not included.
- 04
Download a CSV
An eligible Owner can download up to 1,000 safe rows. Narrow the filters when the limit is exceeded. Every successful request creates a saved, read-only audit export receipt.
Troubleshooting
If something does not look right
A domain is missing.
Confirm the current role, Team view permission and the module plan access. Reload after an authorised access change.
CSV export is unavailable.
Confirm you are an active Owner and Evidence export is included in your plan.
The export is too large.
Choose fewer domains or a shorter date window so the exact result contains 1,000 rows or fewer.
Keep going