Audit and exports

Content owner: Quote Control product. Last reviewed: 20 September 2026.

Use Administration → Audit to inspect material product and administration actions. Audit history is append-only: Quote Control adds events but users cannot edit or delete them through the application.

Read audit history

The newest events appear first.

Column	Meaning
When	Event time in the business timezone configured under Company settings
Action	Material operation that was recorded
Actor	User who performed the action, or System for a system operation
Actor ID	Stable technical user identifier included in the CSV export
Record type	Kind of record affected
Record ID	Stable technical identifier for that record

Choose Load older events to continue into earlier history. Loading another page does not change the records.

Filter events

Use any combination of:

• Record type to find a kind of record;
• Action to find an operation; and
• Actor to find events by a named user.

Filters match partial text. Clear a field to remove that part of the filter.

Export the filtered audit history

1. Apply the required Record type, Action and Actor filters.
2. Review the matching events.
3. Choose Export CSV.
4. Store the downloaded quote-control-audit.csv according to the company’s data-handling rules.

The CSV contains every audit event matching the current filters, including older matching events that were not yet loaded on screen.

Export company data

The company-wide ZIP export and filtered audit CSV are different products:

Export	Contains	Does not do
Export CSV	Every audit row matching the current Record type, Action and Actor filters	Export company records or documents
Export company data	A private ZIP snapshot of structured company and workflow records plus retained documents	Import data, recreate the application or restore hosted resources

Choose Export company data for the company-wide ZIP. Its manifest lists each included file with its byte size and SHA-256 checksum so an authorised recipient can verify the archive. It excludes sessions, password hashes, integration credentials, Project research and product feedback. When optional parts research is enabled, the ZIP includes authorised retained research records and accepted public evidence under their normal source and quotation access rules. It excludes credentials, raw provider errors and research content whose source access was removed. Company part mappings are also included as company reference records, independently of the quotation or report used to prepare them.

An export is not a backup

Quote Control has no supported import for the company ZIP. It is not a PostgreSQL backup, a private-object backup or a tested disaster-recovery archive. Company export supports controlled review, retention and offboarding; the Quote Control operator manages service recovery separately.

CSV cells that begin like spreadsheet formulas are neutralized before quoting. Keep that protection in place when opening or transforming an exported CSV.

A requested export event does not mean the export finished. A generated event records completion on the server, not confirmation that your browser saved the ZIP. Check the downloaded archive before relying on it. A request rejected before export work starts may have no export event. Treat the ZIP as private company data and move it only through an approved secure channel.

Effect on existing work

Audit search, pagination and exports are read-only operations. They do not change company settings, quotations, users or historical documents. Requesting a company export adds audit history; it does not remove the exported data from Quote Control.

Read Isolation and privacy for the deployment and private-file boundaries.