Audit Report

The Audit Report dashboard enables you to see changes made to specific objects.

The Audit card under Tools is only visible to IDs with the administrator role. Only IDs with an Administrator role can view the history of all objects in one place, as well as filter the history by any of the attributes. The Audit history is kept as long as the object still exists.

The changes listed in the Audit Report are as follows:

  • Attribute - Create, Delete, Changed

  • Filters - Publish, Delete

  • Format - Create, Delete, Changed

  • List - Publish, Delete, and Changes to filter or columns associated with a Saved List

  • Organizational Unit - Create, Delete, Changed

  • Period and the execution of Data Loads

  • Profile - Create, Delete, Changed

  • Reconciliation - All options, including History for individually deleted reconciliations.

  • Setting - Changes to the System Settings

  • Team - Create, Delete, Changed

Note:

Only changes to the attribute name are recorded.

The Audit Report displays the Old and New Values for the object. A second audit record that contains the old value and new value is created for the following:

  • Reconciliations whose status changes to Submitted, Approved, Rejected, Reopened, and Deleted
  • Reconciliations whose status is set to "Reassignment Approved"

When a reconciliation is deleted, all history for this reconciliation is removed, except for a single record indicating that the Reconciliation ID was deleted.

Viewing the Audit Report

  1. From the Home page, click Tools, and then Audit to display the Audit Report.
    Audit Report
  2. Set the filters for the Audit Report:
    • Object - Click Object to expand the dialog box. You need to choose the operator, such as Equals, and then click the Search items to move them to the left column under the operator. You can select multiple items.
    • Name - Click Name to search on strings in the Name column
    • Modified On - Modified On uses date and time values.
    • Modified By - Click Modified By to select the ID of the person who made the modification.
    • Modification - Click Modification to expand the dialog box. Select an operator, and then select the operations that you want to review.

    Note that Name displays the value SYSTEM when the change is made by a system process.

  3. Optional: Under View, you can select the columns you want to view, or reorder the columns, as required.
  4. Optional: Under Name, double-click on a value in that column to open the Details popup.
  5. Optional: Click the Export icon Export Audit History icon to export all visible rows to an Excel spreadsheet. A History.xlsx file is created by default.