---
title: "Reading Results"
slug: "reading-results-1"
updated: 2026-10-29T17:03:07Z
published: 2026-10-29T17:03:07Z
canonical: "wiki.cobblestonesoftware.com/reading-results-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reading Results

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Reading Results**

*Risk Compliance › OFAC › Reading Results*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

A record's **Audit History** grid is read via four columns: **Source** (which system logged the entry — Contract Insight or Vendor/Client Gateway, shown only on the merged **All history** tab), **When** (a timestamp, newest first), **Who** (the acting user), and **Event** (a plain-language description of what happened, such as "Viewed this record" or "Authored document generated"). Each column has its own filter icon for narrowing results, and a keyword **Search** box searches across the entries. Because a record's full history can run into the thousands of entries, with the on-screen grid capped at its most recent 5,000, reading a specific event usually means filtering by **Who** or a date, or searching for a keyword in the **Event** text, rather than scrolling the full list. The **Export** menu (Excel, CSV, and PDF) lets the complete, un-capped history be pulled out for review outside the application when the on-screen limit isn't enough.

# 2. Key Elements

- Audit History results are read across four columns: **Source** (system of origin, merged view only), **When** (timestamp, newest first), **Who** (acting user), and **Event** (a plain-language description of the change).
- Each column has its own filter icon, and a keyword **Search** box searches across the entries — both used to narrow a long history down to a specific event.
- Histories can run into the thousands of entries, with the on-screen grid capped at its most recent 5,000 — filtering by Who, a date, or an Event keyword is the practical way to find something specific rather than scrolling.
- The **Export** menu (**Excel**, **CSV**, **PDF**) retrieves the complete, un-capped history for offline review when the on-screen limit isn't sufficient.
- The same reading approach applies whether viewing the merged **All history** tab or a single-source tab (**Contract Insight history** or **Vendor/Client Gateway history**).

# 3. Opening a Record's Audit History

1. From the Contract Insight homepage, open the record (for example, **Requests/Contracts** → **Contracts** → **Manage** on the contract's row).
2. Click **Actions** in the record header.
3. Under **Record Actions**, select **View History**.

![Record Actions menu with Actions and View History highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ah-01-view-history.png)

The **Audit History** page opens on the **All history** tab, listing every change recorded against the record, newest first. The total number of entries appears at the bottom right.

![Audit History page with history tabs, Export, Search, column headers, pagination, and item count highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ah-02-audit-grid.png)

# 4. Reading the Columns

| Column | What It Shows |
| --- | --- |
| **Source** | The system that logged the entry: Contract Insight or Vendor/Client Gateway. Shown only on the **All history** tab. |
| **When** | The date and time of the entry. Entries are listed newest first. |
| **Who** | The user who performed the action. Names appear as links. |
| **Event** | A plain-language description of what happened (for example, "Viewed this record" or "Authored document generated"). |

Use the page numbers and **Items per page** at the bottom of the grid to move through long histories.

# 5. Switching Between History Tabs

1. Click **All history** to see entries from every source in one merged list, with the **Source** column.
2. Click **Contract Insight history** or **Vendor/Client Gateway history** to see entries from a single source. The **Source** column is hidden, leaving **When**, **Who**, and **Event**.

![Contract Insight history tab with When, Who, and Event columns highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ah-06-single-source.png)

# 6. Narrowing the Results

## 6a. Filtering a Column

1. Click the filter icon on a column header (for example, **Who**).
2. Search the value list, or use **Text Filters** to filter by a text condition.
3. Uncheck **Select All**, then check the values to keep.
4. Click **OK**. To remove the filter later, open it again and click **Clear Filter**.

![Who column filter with Text Filters, search, value list, and OK highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ah-04-who-filter.png)

## 6b. Searching by Keyword

1. Type a keyword in the **Search** box above the grid (for example, "generated") and press **Enter**.
2. The grid shows only matching entries, and the item count updates.
3. Click **Clear** (or the **×** in the Search box) to return to the full history.

![Audit History search results with Search box, Clear, matching entries, and item count highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ah-05-search.png)

# 7. Exporting the History

1. Click **Export** at the top right of the Audit History page.
2. Select **Excel**, **CSV**, or **PDF**. The export contains the complete history, not just the entries on screen.

![Export menu with Excel, CSV, and PDF options highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ah-03-export.png)

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open a record's Audit History | Record → **Actions** → **View History**. |
| See all sources together | **All history** tab. |
| See one source only | **Contract Insight history** or **Vendor/Client Gateway history** tab. |
| Find entries by a specific user | **Who** filter icon → check the user → **OK**. |
| Find entries by keyword | **Search** box → type the keyword → **Enter**. |
| Remove a search or filter | **Clear**, or **Clear Filter** in the column filter. |
| Export the full history | **Export** → **Excel**, **CSV**, or **PDF**. |