1. Administering Tax Reporting
  2. Auditing Tasks and Data
  3. Auditing Information Overview

Auditing Information Overview

You can use the Audit Information feature to view the tasks performed by users. You can filter audited tasks by Task Group (for example, Metadata Administration, Forms or Data), Action (such as Add or Modify), user ID, start time and end time.

You must be a Service Administrator to view and export task audit information.

By default, the system logs these user activities in the task audit:

  • Data—Cell values and details

  • Metadata Administration—Adding a member or dimension; moving, deleting, and changing properties; renaming a member and dimension

  • Data Form definition—Creating, modifying, adding rows

  • Rules—Updates from calculation scripts and business rules (including runtime prompts)

  • User administration—Users added, changed, and deleted

  • Security—Access permissions to dimension members, forms and business rules

  • Clear Cell Details—Users' selections for clearing cell details, comments, and attachments

  • Copy Data and Clear Data details—Users' selections for copied and cleared cell text, attachments, and data

  • Approvals—Approval unit owners and status

  • Variables—Substitution variables and User variables: Added, changed, and deleted

  • Task Manager history

  • Audit Configuration—Any user changes to enabling or disabling audit options

The Audit Report page displays the following information:

  • Task—The task name

  • Time—Date and time

  • Property—Audit properties

  • Action—For example, Add or Modify

  • Value—Shows the start time and end time of the task and details

The Task Manager Audit page displays history records for Task Manager related objects. These Task Manager objects are tracked:

  • Alert

  • Attribute

  • Filter (Public only)

  • Holiday Rules

  • List (Public only), including the list filter condition and column selection

  • Organizational Unit

  • Schedule

  • Setting

  • Task

  • Task Type

  • Team

  • Template

Task Manager Audit

The Supplemental Data Audit page displays history records for Supplemental Data related objects. These Supplemental Data objects are tracked:

  • Collection
  • Collection Interval
  • Data Collection Period
  • Dimension
  • Filters
  • Forms
  • Lists
  • Settings
  • Templates

Supplemental Data Audit