3 Audit Trail Report

The Audit Trail option enables you to view the history of changes made to a record.

It captures detailed information about each change—including who made the modification, what was changed, and when the change occurred. Using this feature, you can easily track and reference historical updates to your data.
To generate an audit trail report
  1. Click Data Management Tools > Data Management Interface > Audit Trail Report.
  2. From the Form Name drop-down list, select the form for which you want to see the audit trail. This field shows all the approved forms (both the Designer and Excel upload forms).
  3. Select the unique data from the Unique Data drop-down list.
  4. Use the Select Attributes drop-down list to limit the number of columns displayed in the audit trail. Leave the field blank to include all the columns available in the form. Since primary and other unique key constraints are displayed by default in the report, these are excluded from the Select Attributes drop-down list.
  5. Click Apply. All the versions available for the form are displayed. The source version (base version) is selected by default. In addition to the base version, you can select a maximum of two more versions for comparison. (One of the versions could be 'Awaiting Approval', if available).
  6. Select the required version(s) and click View Data.
The following details are shown in the Audit Trail report on screen:
  • Primary or Unique Key Columns Data
  • The fields the user has selected to view the data comparison
  • Source: Indicates the data is from the base record
  • Latest Approved – Data from the latest approved version record
  • <ReportName>_LatestVersion or <ReportName>_Awaiting Approval
  • Timeline Audit – shows history of actions per record.

Depending on the selected form, unique data and attributes combination, the source and the latest approved values of the columns are displayed. For string type data and dates, if the value was changed, it is denoted with ‘Yes’ under the Change column. For numeric data, the changed value is displayed. The latest approved version number of the form is displayed in the Latest Approved column.