Audit Trail, Export & Reporting
Policy documents, distributions and reporting screens help you assemble evidence of your organisation's policy activity. Access to each screen and export depends on your permissions.
1. Find the relevant records
- Open Policies for documents and available version or download controls.
- Open Distributions for delivery and acknowledgement progress.
- Use Analytics for the reporting views available to your account.
- Users with report access can open Reports for organisation reporting.
Apply the available date and scope filters before exporting, and check what the resulting file contains. A document download and a distribution report serve different purposes.
2. Platform audit logs
The platform audit-log explorer is an administration tool; it is not a general workspace Settings page. A compliance or auditor role does not automatically grant access to it. Contact your workspace administrator or support if you need records beyond the reports available to you.
3. Share evidence with an external auditor
With the required access, open Auditor Access and choose Invite Auditor. Review the invitation's scope and expiry before sending it. The auditor's access is limited by the invitation and its available evidence controls.
Review existing auditor access when the engagement changes, and revoke it when it is no longer required. See Auditor Portal & External Access for the invitation workflow.
4. Prepare an evidence set
Confirm the requested reporting period, policies and employee scope with the auditor. Use the exports available to your account, label the files with their reporting period, and check that the evidence relates to the versions being assessed. Ask an authorised colleague to provide a report you cannot access.
Still need help?
Email our support team at support@policy-suite.com — we typically respond within 24 hours.