History and Audit Records
Audience: Administrators, record owners, compliance teams
COS exposes change history through the relevant record or administration area. Start an investigation by identifying the record that changed.
Inspect KPI history
- Open the KPI under Goals & Tracking → KPI Tracking.
- Select History.
- Review the time, actor, action and available change details. KPI changes made through the AI assistant identify that channel.
- Compare with the dates and values in Measurements when investigating a measurement change.
Viewing history and accessing the KPI depend on your KPI permissions. Permission to edit a report does not by itself grant authority over its KPIs' measurements or history.
Administration records
| Area | Review path / scope |
|---|---|
| SaaS entitlement set | The Super Admin opens the group under Administration → Entitlement Sets; change history shows the before/after values and actor. |
| Platform settings | Setting changes are recorded. Secret fields' plaintext values are not stored in the audit record; only the fact that they changed is retained. |
| Licensing | License operations have separate licensing audit records; SaaS license administration belongs to the Super Admin. |
| Assessments | DMA assessments retain their own audit events; inspect the relevant assessment and authorized administration views. |
These records have different scopes. Use the view supported by the relevant record rather than expecting a unified list of every change and login, or a general Excel export screen.
Investigate an event
Record the company, record ID, time and observed result. Keep secret keys, passwords and access tokens out of screenshots. If the displayed history is insufficient, provide those details to your organization's COS administrator; operational logs require separate authorization.
Retention differs by record type. Platform Settings manages periods for some records; do not assume a single retention period for all history.