Overview
When you delete a record outright, such as a quote, request, job, or invoice, that record’s own history feed can no longer show it. The delete log report closes that gap with an account-level view of what was deleted, who deleted it, and when.
To view the delete log report:
- Navigate to Insights.
- Select Reports from the side navigation.
- Select Delete log from the report list.
You need only the Reports permission to view the delete log report.
What’s included in the delete log
The delete log tracks deletions of the following records:
- Quotes
- Requests
- Jobs
- Invoices
- Clients
- Properties
- Visits
- Notes
The delete log does not track deletions of events, tasks, or payments.
Columns for the delete log report
The delete log report includes the following columns:
- Type: the type of record that was deleted, for example client, property, invoice, note, or visit
- Title: the name or reference of the deleted record, when available
- Client: the client associated with the deleted record, when available
- Deleted by: the team member who deleted the record
- Deleted on: the date and time the record was deleted
How long deleted records stay in the log
There’s no limit on how long deleted records stay in the delete log.