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How do I find out who deleted or last edited a lease transaction?
How do I find out who deleted or last edited a lease transaction?

Track changes and audit work done by your users.

Samuel avatar
Written by Samuel
Updated over a week ago

Overview

If you have a team of users in DoorLoop helping you manage your properties, you might wonder at some point who last edited or deleted a lease transaction. In the interest of transparency, DoorLoop allows you to see this information on a report. This way you can easily see who might need additional training.

Note that this also works for finding out who last edited or deleted Owner Contributions and Owner Distributions.

The Steps

Find out who edited or created a transaction

  1. The first step in finding out who edited or created a transaction, click on Reports in the main menu and click on the Transactions List report

  2. Use the Report Period filters and the filter button to narrow down the transactions you want to review.

  3. Click on the three vertical dots on the right side of the report columns and turn on the Created By and Created At columns as well as the Updated By and Updated At columns to see which user last changed a transaction and when they did it.

  4. If a name appears next to a transaction under the Created by or Updated by fields, that means that person created the transaction or updated the transaction. If no name appears, it was automatically created by the system.


Find out who deleted a transaction

To find out who deleted a transaction or if a transaction was deleted, you would follow the same steps as above, except now, you would filter for items that were deleted.

  1. The first step in finding out if a transaction was deleted and/or who deleted the transaction, click on Reports in the main menu and click on the Transactions List report

  2. Use the Report Period filters and the filter button to narrow down the transactions you want to review. In this instance, on the filters panel, you want to select Show under the Deleted Items filter. Then click Close to collapse the panel.

  3. If you want to see who deleted those transactions and when they were deleted, click on the three vertical dots on the right side of the report columns and turn on the Created By and Created At columns as well as the Updated By and Updated At columns to see which user last changed a transaction and when they did it.

  4. If a name appears next to a transaction under the Created by or Updated by fields, that means that person created the transaction or updated the transaction. If no name appears, it was automatically created by the system. In the example below, the Created by and Created at columns show who and when the original transaction was created. The Updated by and Updated at columns show who and when those transaction were deleted.

That's it. Using the Transaction List report is a good way to view when transactions were created, updated, deleted, and by whom.

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