Audit Trail

A paper trail for every dashboard

There’s nothing worse than opening up your KPI dashboard to find someone moved things around. Audit Trail logs every change to your account — who made it, when, and what it looked like before — so accidental changes are always easy to spot and fix.

Audit Trail illustration - SegMetrics

Rapid Troubleshooting

Don’t let tech and data questions slow down your business

GDPR Compliant

Privacy-proof tracking that complies with regulations

Single Source of Truth

Explore your data at any level — always within the same tool

Every change, caught red-handed

Audit Trail keeps a running, timestamped record of every change made inside your SegMetrics account. Each entry shows exactly what happened: the type of change, who made it, when it happened, and, with one click, exactly what it looked like before. That before-and-after view means you’re never guessing what changed. You can see it and rebuild it in minutes instead of hours. We got you covered.

Audit Trail screenshot - SegMetrics

Trusted by 3,000+ Marketers and Agencies

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Joanna Wiebe
Founder, Copyhackers

“Since switching to SegMetrics, we’ve been able to rely on our dashboard in ways we just couldn’t with 'the other guys’.”

Copyhackers
brandan dubbel
Brendan Dubbels
Senior Partner Manager, Ontraport

“It’s not enough for us to just track our ads right after the first click because someone may convert 6 months later. SegMetrics has made a huge difference in our ability to track what we are actually getting from our paid ads. We can even track the impact individual salespeople are having during the sales process.”

Ontraport
Eben Pagan
Eben Pagan
Founder, Eben Pagan Training

“SegMetrics gives you X-Ray vision to reveal what your customers are doing, how your marketing funnel is working...”

Eben Pagan Training

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Frequently Asked Questions

What is Audit Trail?

Audit Trail is SegMetrics' built-in changelog for your account. It automatically records every edit made to your users, reports, filters, widgets, dashboards, and segments — capturing who made the change, when, and what it looked like before.

What information does each Audit Trail entry include?

Every Audit Trail entry shows the Action taken (like "updated report" or "created filter"), the Type of element affected, the specific Record that changed, a timestamp, the User who made the change, and the Previous and Current values side by side.

Who can access Audit Trail?

Only users with Owner or Admin permissions can view your Audit Trail, keeping oversight with the people responsible for account governance. Audit Trail is available on SegMetrics' Scale plan.

Can I undo a change using Audit Trail?

Audit Trail shows you exactly what a record looked like before a change, so you always know what to rebuild. Changes aren't reverted automatically because one edit can ripple into other connected reports. That's why we recommend manually reproducing the previous version once you've reviewed it.

Does Audit Trail support compliance requirements like GDPR or HIPAA?

Audit Trail gives you a permanent, timestamped, user-attributed record of every account change (aka, the kind of documentation many compliance frameworks call for). You can also export your audit data for your own compliance reporting or record-keeping.

How long is Audit Trail data retained?

Depending on your account settings, retention generally ranges from several months to a year or more.

Customer and Community Voices

Join 3000+ happy marketers and advertising agencies

Barry Hott
@binghott

I don’t care what people use, but think everyone should use something more than basic GA data.

Neil Shap
Founder, Linx Digital

SegMetrics is the best tool to track your ads performance

Zach Moreno
@ZachInSpace

With SegMetrics we were able to reduce our cost per acquisition by over 90%!

Liana Ling
@theleadgenqueen

Use platforms like GA4, the Ads Manager, or platforms like SegMetrics to track and measure your marketing success.

Troy Buckhold

Signed up a few weeks ago. Data is rolling in and it’s a game changer. Probably going to save $10k/month instantly.

˗ˏˋ Jesse Hanley ˎˊ˗
@jessethanley

We integrate with SegMetrics now for those who want more advanced data. Team there is boss.

Aaron Parkinson
Agency Owner & CEO, 7 Mile Media

Our team in Seven Mile uses SegMetrics extensively with our clients. We've got about 40 or 50 clients at any given time. We know SegMetrics well, and we know that every agency is trying to accomplish the same thing, which is make more sales.

Michelle Araiza
@mktg_mindset

What a great way to spend my holiday break! 🤓 SegMetrics’ book has a ton of actionable tips to improve, automate, use data, and optimize your marketing funnel. (Pg 35 has a killer campaign template!) Perfect timing as I set new goals to make me a better marketer!

Kasim Aslam, CEO, Solutions_8
@kasimaslam

Start measuring your performance in a third-party tool (not the ad platform, like Google)... SegMetrics has a solid reputation.

Brennan Dunn
@brennandunn

Set up another client on SegMetrics today. Love, love, love being able to break down subscriber values by all the zero-party survey data we're tracking! It's simple to create reports once you have survey data attached to subscribers.

ConvertKit

Check out SegMetrics.

Reuben Gamez

SegMetrics is good

Jim Hamilton
@realjimhamilton

Tracking on ad platforms is toast. Now you need a 3rd party solution, like SegMetrics. That’s the only way to get attribution you can trust. Especially if you’re marketing a high-ticket offer w/ a longer sales cycle

Wynne Pirini

Reality is a LOT messier than these seductively simple funnel diagrams! These days, we are spoiled for choice with some very cool tools doing attribution modeling. The ones I get asked about most often include SegMetrics.

Gustavo Paniagua
Head of Marketing, Slidebean

Attribution could be, easily, the most challenging (tedious) part of my job, but the way SegMetrics figures which campaigns are having an impact on our revenue is something we were missing with the other tools we were using. As a marketing person, I’m thankful

Christian Lovrecich
@clovrecich

One thing SegMetrics has which caught my attention right away is that it tells you the average time it takes for someone to buy, and it tracks their every move before hand.

Edward Haskins

I recommend SegMetrics. I love that you can slice and dice everything and add it to a custom report. You can also segment by Tag as well as when that Tag was applied.

Robby Miles
@RobbyMiles

Using Segmetrics with some of our clients has been eye opening (for us and them). So nice to have the real data to work from.

Stephen Hutson
@stephen_hutson

My favorite tool for marketing analytics/BI is SegMetrics, hands down. The software is built with the infoproduct industry in mind. And the founder, Keith Perhac, knows his stuff.