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Audit log and data export

The Activity Log is the practice-wide record of who did what in Syncroly. This guide covers reading it, narrowing it with filters, and exporting it.

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What the Activity Log records

The Activity Log is a running record of actions across your practice: referrals sent, consent recorded, messages and attachments, bookings, team changes, settings edits, sign-ins, and exports of the log itself. When a patient opens their referral link, that access is recorded on the referral too.

The Owner and administrators see it, both with the same practice-wide view; coordinators and practitioners have no access to it.

Reading the log

  1. In settings, under Administration, open Activity Log.
  2. Read each row across its four columns: When, Who, What, and Details.
  3. Where a row concerns a referral, select the referral link in Details to open that referral.

Who shows the person and their role. Details carries the specifics a row has: which colleague a team action affected, which fields a settings change touched, how many rows an export contained. Where a referral was prepared by one person and sent by another, the sent row says who prepared it.

The log shows 50 entries per page, newest first, with page numbers underneath.

The Activity Log filtered to the Referrals category over All Time. Date pills, an Export CSV button, category chips with Referrals selected, a person dropdown reading All people, and a count of the entries shown sit above a table of When, Who, What, and Details. The rows record referrals sent by the owner, a provider contacting a patient, consent recorded by a patient, a booking, and a referral marked stale by the system, each with a referral link in Details.
The log narrowed to the `Referrals` category, so the rows are referral work rather than sign-ins.

Narrowing to what you are looking for

Three filters sit above the table, and they combine:

  • Date. All Time, Last 7 Days, Last 30 Days, or Custom…, which adds a start and end date of your own.
  • Category. All, or one of Referrals, Messages, Team, Settings, Security, and Billing.
  • Person. All people, or one team member from the dropdown.

To see what one coordinator changed in the last week, pick the Last 7 Days pill and their name in the person filter. The row count beside the filters updates as you narrow.

Export the log as CSV

Export CSV, at the right of the filter row, downloads exactly what the current filters show, as a spreadsheet-ready file. The export is capped at 10,000 rows: over that, the button disables and tells you how many rows the selection holds, so narrow the date range or category first.

Each CSV download is itself written to the log, with its row count.

The whole-practice data export

The CSV covers the log. Your practice data as a whole has its own export, on a different page: in settings, under Practice, open General and scroll to the Your data card, where Export practice data offers an Export that downloads everything as a single JSON file. Owners will find the same card on Billing & Plan.

The Owner and administrators can both run it, and it covers the whole practice, including any referrals outside your own view. Running it changes nothing about your account.

Audit log and data export | Syncroly