Viewing the Custom Reports Schedule Audit Log

If you have the Configure permission, you can view and download the Custom Report Schedule Audit Log. The audit log provides a history of successful additions, updates, and deletions of Custom Report Schedules. It supports schedules configured at both the template level and the project/shell levels, which helps you track schedule changes and identify the user who performed each action. Deleted schedule entries remain in the audit history, which can help administrators determine why a scheduled report stopped running and identify who removed the schedule.

Each audit entry includes these fields:
  • Modified: The date and time of the event, shown in your configured time zone.
  • Schedule Name: The schedule name at the time of the event.
  • Action: Added, Updated, or Deleted.
  • Modified By: The user who performed the action.

To view the audit log:

  1. Choose one of the following options:
    • To view the audit log for template-level changes:
      1. Go to the Company Workspace tab, and switch to Admin mode.
      2. In the left Navigator, select Templates, and then select Shells.
      3. Open the applicable template.
    • To view the audit log for project/shell-level changes, go to the project/shell tab, and switch to User mode.
  2. In the left Navigator, select Reports, and then select Custom Reports Schedule.
  3. In the Custom Reports Schedule log, locate the applicable schedule, and select Audit Log.
  4. Use the Audit Log page to complete any of the following tasks:
    • Select a column heading to change the sort order. By default, the grid is sorted by the Modified column, with the newest date first.
    • To filter the currently displayed records, use the Search field.
    • To export the displayed records to a Microsoft Excel file, select Download "".