Report on data transactions

You can see a summary of changes made to records with the Audit tool.

Overview

The Transaction Report is a quick overview from the audit log that is useful for narrowing your results or time frames when looking for changes. It reports whether a user added, changed, or deleted data from a record, but does not report the actual changes.

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.

You can follow this report with a detailed report on changed data. See Report on data changes.

Report on transactions with selection criteria

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

  2. Next to Select using, make sure that 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 Output File, 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 transactions with a saved list

  1. Go to the Tools menu > System Maintenance > Audit > Transaction 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.