How to Access Audit Trails

Accessing Reports #

Navigate to the Reports section,

Select the Module you want to generate an Audit Trail for,

Filtering an Audit Trail #

Select the Filter icon, on the Report,

An Audit Trail can be filtered on a specific Record (Reference or ID),

A specific System User,

Or a Date Range.

When you see the below tick inside the Filter icon, this indicates a Filter is being applied,

Generating an Audit Trail #

Select the Generate button,

The generation time of the report will depend based on how much data is being loaded into the report. (This may take up to a minute)

Once generated your report will pop up in your downloads section, simply select it to open the report.

Report Output #

The Audit Trail will have details about the Records additions and edits, this can include the reference, field name, what was changed, when and by who.