Report on data changes

You can get a detailed report of the data changes that were made in a file with the Audit tool.

Overview

The Changed Data Report is a detailed report from the audit log that tells you the changes that were made to the data in a file. You can select criteria for the report such as the date range, transaction type, and user. Or you can use a saved transaction list.

The report is useful for troubleshooting when you’re trying to work out why an error has occurred. We might ask you for a copy of the report.

Report on data changes with selection criteria

  1. Go to the Tools menu > System Maintenance > Audit > Changed Data Report.

  2. Next to Select using, make sure Selection Criteria is selected.

  3. Select your optional criteria: 

    • In Datafile, enter the name of the file or click Options to select it. For example, Object. You can leave this field blank to report on all files.

    • In Records, enter specific records. You can leave this blank to report on all records.

    • Under From and To, enter the dates and times. You can leave these fields blank to report on any date and time.

    • Under Transactions, the options Change, Add, and Delete are selected by default. You can clear these options.

      • Change: A user changes data and saves the record.

      • Add: A user enters data in a blank field and saves the record.

      • Delete: A user deletes data and saves the record.

    • In Users, enter the username or click Options to select it. You can leave this field blank to report on all users.

  4. Optional: Tick Save as List to save the transactions as a list in Portfolio. You can use saved transaction lists in different functions in the Audit tool.

  5. Optional: In the Output File field, select the location on your computer where you want to save a text file of the report.

  6. Optional: Select Purge Afterwards to clear the audit log of these transactions after running the report.

  7. Click Go.

  8. If you ticked Save as List, enter a list name in Portfolio and click OK.

Report on data changes with a saved transaction list

  1. Go to the Tools menu > System Maintenance > Audit > Changed Data Report.

  2. Next to Select using, select Saved Transaction List.

  3. In Saved Transaction List, use Options or Get List to find your list in Portfolio.

  4. Optional: In Output File, select the location on your computer where you want to save a text file of the report.

  5. Optional: Select Purge Afterwards to clear the audit log of these transactions after running the report.

  6. Click Go.