Run an audit trail report

Create a study-level or user-level CSV export that includes audit records of user-prompted activities.

To create the report with a manual date range, know the report dates you need. Audit data refreshes weekly on Sundays. Select dates prior to the most recent Sunday. You can select a maximum range of one year.

Note:

Your user account must have audit report access enabled to complete this procedure.

1. In the top navigation bar, click Reports and choose Audit report.
2. The report's page defaults to the Study tab. If preferred, click the User tab to create a user-level report instead.
3. If you chose the Study tab, the Study drop-down list defaults to the current study. Click the drop-down to select a different study, if preferred. If you chose the User tab, search for and enter the user's email address in the User field.
4. Optionally select one or more Auditable Type Filters (e.g., Activity, Artifact, Note, etc.).
5. Optionally select Action Filters (i.e, Create, Update, or both).
6. Click the Time Line field to enter a specific date range of up to one year, or choose from the predefined options of Past month, Past 3 months, or Past 6 months.
7. Click Generate report.

   The Generate report button changes to “Report generating…” and a refresh option displays to the right of the button.

Depending upon the size of the study and number of audit activities, this report may take a long time to generate but it is not necessary to stay on the Audit trail report page to create the report. When completed, the "Report generating" button returns to “Generate report,” and a report link displays below the button.