Use the Audit Table to Track What Happened to a Record

Is This What I'm Looking For?

Use this article when you're not sure what happened to a record in InfoPlus, like an order that seems to have disappeared or changed without explanation. Without the Audit Table, you're stuck guessing whether a user made the change, the system did, or something happened upstream. This article does not cover setting up Smart Filters or User Reports in detail.

Before You Begin

Permissions - You need permission to view the Audit Table. If you're not sure whether your role has this permission, see View / Edit Role Permissions.

Steps

There are two ways to view an audit.

Go to the Audit Table.
1. Search for the record you want to investigate.
Go to any record to view the Audit Log for that specific record.
1. Open the record, like an order, and then click Actions → Audit. With the audit log open you have the option to download the report.

What You Should See

The Audit Table lists every action taken on the record, including the event date, what changed, and which user or system process made the change.

Troubleshooting

If an order was imported but isn't showing up on the Order Table:

Why this happens: The order may have been deleted after import, either by a user or by a system process.

How to fix it:

Find the InfoPlus order number from the Shopify InfoPlus Tag or the Shopping Cart Connection Log.
Go to the Audit Table.
Filter Record Type to Order.
Filter Event Date to the date the order should have imported.
Filter Record to the InfoPlus order number.
Review the results to see what happened to the order.

If you need to see which orders were deleted and by whom:

Why this happens: Deletions don't always show up elsewhere in InfoPlus, so the Audit Table is the fastest way to confirm one happened.