CDS Audit Trail Report

Accountants Enterprise only (Vizpost and PM Plus sites only)

This is a record of all the changes, additions and deletions made to the contacts and tables in your database. It records the type of change made, the date and time it occurred and the user who made the change. As a precaution you may wish to print this report before deleting the audit trail. Refer to Delete Audit Trail.

Click Reports > Audit Trail to open the Audit Trail Option window. There are two radio options:

• Audit enquiry or

• Full audit trail 

Audit enquiry: Once you have selected this option, you can report by:- Contact, Employee, Date or User. Click OK and you are then prompted to select a Sequence. Click [F10] or the sort direction icon for a list of the options available.

Once you have selected a sequence, you are then prompted to select a from/to range for the audit enquiry. Once you have selected the relevant range, click OK and the Output Device window appears. Select an output device (either screen, printer or disk file) to continue with printing the report.

Full audit trail: Once you have selected this option, click OK and the Output Device window displays. Select an output device (either screen, printer or disk file) to continue. The Record Selection window displays next. Choose a sequence in which the items of the audit trail will print. The sequence options are:

• Date:Time:Code:Field changed - this will list by the date the change was made, the time it was made, the code of the contact worked on, and the type of change made

• Operation:Date:Time - this will list by the type of change, date and time

• User:Date:Time - this will list by the user who made the change, date and time

Once you have selected the sequence the system will default to the Range field. Type in the range required.

These codes are available for sorting an audit trail by operation sequence:

By Item - nominate specific audit items, including the date, time, contact code, type of operation and the user who made the change.

You are then prompted to enter a mask for the purpose of sorting a specific group of audit operations. Press [Enter] to bypass this field if you do not require a mask. The audit trail then prints to the output device you specified.

If you select to print the audit trail to screen, the End of Report buttons display.