What Rise Audit Pro Tracks

Overview

Rise Audit Pro tracks supported activity across RISE CRM, including record changes, authentication events, view events, reports, security signals, watchlist events, and compliance-related actions.

What this article explains

This article explains the main categories of activity the plugin is designed to capture.

Why it is useful

• It gives buyers and administrators a clear understanding of the plugin scope.
• It helps teams decide which reports and logs they should use.
• It separates core tracking from optional or custom integrations.

Who should read this?

System Owner, RISE Admin, Security Officer, Support Manager.

Where to find it

Tracked data appears across Dashboard, Activity Log, Auth Log, View Log, Reports, Security Dashboard, Finance Audit Trail, Watchlist, and other plugin pages.

How to use it

1. Open Dashboard for a high-level overview.
2. Open Activity Log for create, update, and delete events.
3. Open Auth Log for login and access-related events.
4. Open View Log for page and record views.
5. Use filters to focus on specific users, dates, entities, or actions.

Example workflow

A team lead can review recent project updates in Activity Log, failed logins in Auth Log, and suspicious patterns in Security Dashboard without switching between unrelated RISE CRM areas.

Main tracking categories

• Activity changes for supported entities.
• Authentication and access events.
• View tracking for supported pages and records.
• Notification and email-open related signals where supported.
• Finance-related audit events.
• Watchlist and alert activity.
• Reports and security summaries.

Screenshot

Common mistakes

• Assuming every database table is automatically tracked.
• Disabling entity tracking and then expecting events to appear.
• Ignoring permission settings when a user cannot see a log page.

Related articles

• Activity Log Overview
• Auth Log Overview
• View Log Overview
• Finance Audit Trail Overview