Getting Around – Revision History

Learn how to access and use Revision History in ClearPoint to track, filter, export, and undo changes made in your account.

Fernando Montenegro
7 steps
14 seconds

Clearpointstrategy

ClearPoint automatically tracks all changes made within your account through the **Revision History** feature.\ This log records every change—including when it occurred, who made it, and what was modified—helping Administrators monitor activity and maintain data integrity.

Accessing Revision History

**Administrators** can view the full account Revision History, which stores up to **120 days** of entries in ClearPoint. If you need to review records older than 120 days, contact our support team at **support@clearpointstrategy.com**.

**To access Revision History**: 1. On the top navigation menu, click **Settings.**

1. Under **Audit & Recovery**, select **Revision History**. 💡Administrators can view all account activity in one place.

**To export recent logs**: 1. Click the **Excel Export icon** in the upper-right corner.

Filtering Revision History

Administrators can **search and filter** Revision History entries to find specific updates.\ Filters applied in ClearPoint are also reflected in the exported Excel file.

1. Click the **Down Arrow** (▾) next to **Advanced Filters**. 2. The **Filter Options** will expand. 1. Filter by **Scorecard**, **Element**, **User**, **Period**, or **Activity**.