Audit & Exports

Last Updated: 2025-12-02 10:22 UTC

Personas: Controller / Legal / Compliance

What you'll learn

Review the audit log.
- Navigate to Admin → Audit Log to view chronological records of sends, approvals, policy changes, promises, disputes, and connector updates.
- Filter by user, action type, or date range to isolate specific events.
Export audit trails.
- Generate CSV exports for legal reviews or compliance audits. Exports include timestamps, actors, and metadata such as affected invoice IDs.
- Use PDF exports when sharing with external parties who should not receive raw data.
Download metrics packages.
- Create scheduled exports for KPI snapshots (DSO, coverage, dispute cycle time) to feed your BI tools.
- Store exports in a secure location (encrypted drive or approved document system).
Handle PII responsibly.
- Limit distribution of exports containing customer contact details.
- Delete files when no longer needed and follow your company's data retention policy.

Audit exports can be produced within minutes during reviews.
Compliance teams trust Plixo records as the source of truth for approvals and correspondence.
Sensitive exports are stored and shared in accordance with your security policy.

Exporting to unsecured locations. Always use approved storage systems.
Sharing more data than necessary. Redact or limit columns when external auditors need partial views.
Forgetting to schedule recurring exports. Automate reporting to avoid manual work each month.