Audit Reports

Audit Reports show sanitized workspace activity for operations, security, payments, integrations, exports, and diagnostics.

What to review

Activity: business events across loads, customers, carriers, billing, documents, and settings.
Security: sign-in, access, and administrative events when permitted.
Payments: invoice, settlement, pay hold, remit profile, and payment activity.
Integrations: provider sync, EDI, tracking, QuickBooks, and carrier monitoring events.
Exports: requested audit exports and export status when permitted.
Diagnostics: technical event context for users with elevated audit access.
Carrier safety: policy changes, gate attempts, exceptions, evidence packets, and enforcement outcomes when enabled.

Workflow

Open Reports, then Audits.
Choose the view or Focus that matches the question.
Add one or more search values.
Set the date range and filters.
Open an event to review details.
Export only when your role and company process allow it.

Filters

Common filters include date range, action, visibility, record type, record, user, team, provider, source, and actor type.

Search types include load number, spot quote number, carrier, customer, user, provider, request id, correlation id, transaction id, duplicate check key, and text.

Use search chips when you need to review several loads, users, subjects, actors, or providers at once. User searches include suggestions scoped to your organization.

Use technical identifiers such as request id, correlation id, transaction id, and duplicate check key only when support or an admin asks for them.

Permissions

Audit access is permission controlled. Some users can see general activity only. Security, diagnostic, export, and sanitized fact views may require separate audit permissions.

Best practices

Use Audits to answer who changed a record, what happened, when it happened, and which system or user caused the event. Open the source load, carrier, customer, invoice, settlement, or integration record before making corrections.