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The activity log

Every meaningful change in Momentumpro is recorded in the activity log: who, what, when, and the before/after values. Built-in, on every record, no opt-in needed.

Where to find it

  • Per record — open any record (employee, invoice, asset, etc.) → Activity tab.
  • Globally — Admin → Activity Log.

What's logged

By default, every:

  • Create of any record.
  • Update of any field on any record.
  • Delete (soft and hard).
  • Login — successful and failed.
  • Permission change.
  • Role assignment.
  • Approval action — approve, reject, comment.
  • Document access — for sensitive categories.

Each entry shows:

  • The user who took the action.
  • The timestamp.
  • The record affected.
  • The exact field-level diff (what was X, now is Y).

Retention

Retention is plan-based:

Plan Retention
Starter 90 days
Professional 1 year
Enterprise Up to 7 years

Within retention, the log is queryable. After retention, entries are auto-purged.

Searching the log

The Activity Log page has rich filters:

  • User — what did this person do?
  • Record type — every change to invoices.
  • Action — every delete in the last 24h.
  • Date range.
  • Free text in the diff.

Exporting for an audit

Click Export → PDF or Export → CSV in the top-right. The export honors current filters.

For a full annual audit pack:

  1. Filter by year.
  2. Export PDF — generates a comprehensive document with every action, paginated.

Real-time alerts

Set up alerts for unusual activity:

  • "Anyone deleting > 10 records in an hour."
  • "Anyone exporting employee data outside business hours."
  • "Any change to my own user's role."

Configured under Admin → Activity Log → Alerts.

Privacy considerations

The log contains user actions. It's restricted by default to Admin and Compliance Officer roles only.

Next step

Outgoing webhooks →

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