User Role and Permissions Audit Log report template

Overview

Use the User Role & Permissions Audit Log report template to create and run a report that allows you to see all user role and permission changes in ServiceTitan. The template includes the actions associated with each user role, including permission updates and changes made by other users.

Things to know

• If you’re unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.

• You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

Create a User Role & Permissions Audit Log report

Follow the steps to create a custom report based on the User Role & Permissions Audit Log template.

The User Role & Permissions Audit Log  template includes these columns:

• Date & Time: The date and time when the user role activity occurred

• AuditTrailRecordID: The unique identifier for the audit trail record

• Record Type: The type of user or role

• Action By: The name of the user, system, or integration that performed the action

• Type: The type of change

• Previous Role: The name of the role held before the change

• Current Role: The name of the role held after the change

• Previous Name: The previous name of the role if the user role name was changed

• Permissions Disabled: The list of permissions disabled during the action

• UserOrRoleID: The identifier for the user or role

• Record Name: The name of the user or user role that was edited

• Action By User ID: The User ID associated with the action performed

• Action: A description of the activity performed

• PrevRoleID: The identifier of the previous role if the user role was changed

• CurrentRoleID: The identifier of the current role if the user role was changed

• Current Name: The current name of the role if the user role name was changed

• Permissions Enabled: The list of all permissions enabled during the action

• Link: The URL

• Audit Trail ID: The unique identifier for the audit trail
   

Tip: Deselect a column to exclude it from your report.

Run a report

Before running the report, add filter details to narrow your results:

1. Click the From - To field to set date filters. You can: 

   1. Use the calendar to select a specific date range and click Apply.

   2. Use the left menu to select a preset date range:

      1. Today: From 12:00 AM to the current time

      2. Month to Date: From the first of the current month to the current day

      3. Year to Date: From January 1 of the current year to the current day

2. When you’re done setting your filters, click Run Report.
   

Want to learn more?

• See Edit custom reports

• See Run, filter, and export reports

• See Schedule reports