Viewing Audit Details

To view task audit details:

  1. On the Home page, click Tools.
  2. Click Audit.
  3. Optional: Click the Task Manager Audit tab to view history records for Task Manager related objects.
  4. By default, the Audit Information page displays all tasks. To filter tasks, click Filter, and select filter criteria:
    • Task Group - select one or more, or All. Default is All.

      • If you select Metadata Administration, the system displays a list of subgroups where you can select sub-tasks for metadata:

        • All

        • Custom Dimension

        • Member

        • Year

        • Alias

        • Period

        • View

        • Currency

        • Consolidation

        • Scenario

        • Entity

        • ICP

        • Account

      • If you select Data Form, the system displays a list of subgroups where you can select sub-tasks for forms:

        • All

        • Form

        • Form Folder

      • If you select Data, the Intersection box is displayed, where you can enter the member intersection. You can enter the full or partial member intersection and the system can perform a wildcard search based on the criteria that you specify.

    • Action - select one or more, or All.

    • User - enter a user ID. You can enter full or partial user ID information and the system can perform a wildcard search based on the criteria that you specify.

    • Start time - click the calendar to select a start date.

    • End time - click the calendar to select an end date.

    Tip:

    You can select Clear to clear your selections and return to the default values.

  5. When you are done selecting filter criteria, click Apply.

    The grid displays the top 1,000 records from the audit table that match the filter criteria. You can scroll to view all the records.

  6. Optional: To export the audit information to a Microsoft Excel spreadsheet, click Export, and follow the download instructions.

    When you select the Export option, the system exports all of the records that match the filter criteria to a CSV file.

    Best Practice Tip: Schedule regular archiving and purging of the audit log data, for example, at the end of every quarter. This prevents the audit log data in the system from growing over time. Maintain archived audit log files according to internal document retention policy.