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View and export an entity audit

Abstract

Learn how to view the entity audit for your selected entity and export it for sharing or archiving.

The entity audit provides a detailed history of changes made to an entity in Moody's for Compliance, showing what was changed and when. You can open the audit directly in the platform to review its contents and export it for sharing or archiving.

View the entity audit

To view an entity audit:

  1. In the entity view, select the Open audit panel button.

    A section of the entity view showing the entity header with mouse over the Open audit panel button.

    The entity audit opens in a side view.

  2. To view the entity audit as a full page, select Expand.

    The header section of an entity audit side view, with mouse over the Expand button.

  3. Optionally, in the full page view, filter audit entries by event type or over a range of dates.

Export the entity audit

You can export the entity audit from the full page view.

To export an entity audit:

  1. In the full page view of the entity audit, select Export as.

    The entity audit header, with mouse hovering over the Export button.

  2. From the menu, choose one of the following options:

    • CSV: Exports the audit data to a CSV file.

    • PDF: Exports the audit data to a formatted PDF file.

    Any filters applied in the platform are applied to the exported file.

The exported file is downloaded to the location specified by your browser settings.

Each audit entry in the export shows the date and time in your timezone. For PDF reports, the timezone is listed at the start of the PDF, alongside the date and time the report was exported.

Additional information 

An entity is a record of a company or an individual. You can add entities to your portfolio to include them in your assessment and monitoring processes.