Advanced Organization Audit List

Access this report with Administrative user rights using Reports>Lists>Advanced Organization Audit. It is only available if the Account Level Security module is installed.

Use this report to print a list of changes that were made by the Administrator to the Organization's Security>Set Up Organization Menus, as well as, Maintain menu forms for the organization. This form provides detailed information regarding addition, modification, and deletion of records. You can see what information was added, what information was changed (both before and after), who made the change, when the change was made, and so forth.

Advanced Organization Audit Trail was set up and activated using the Security>Manage Audit Trails>Set Up Advanced Organization Audit form.

Report Criteria

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Use this tab to determine what data to include in the report and to define the report layout.

  • By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
  • By selecting Available Columns, the data that appears in the body of the report is determined.

Column

Description

Date

The date and time the activity was logged. The date is formatted as M/D/YYYY and the time is formatted as HH:MM:SS uppercase AM or PM.

Record ID

The identity of the record that was changed, such as, Customer, ABC or AAA.

Action

A code displays, indicating the type of action that occurred. There are three message types: Add (a new entry), Edit (change made to an existing record), and Delete (removal of an existing entry).

User ID

The user who performed the activity, such as, NPSUser.

Field Name

The name of the field where the change occurred, such as, Enable Audit or Shipping Phone.

Old Value

The data that was in the field before it was added or changed, such as, Disabled or (817) 555-2222 Ext. Note that a blank displays when a new entry is added or when an existing data field was intentionally left blank.

New Value

The data that was in the field after it was added or changed, such as, Enabled or (254) 555-2222. Note that a blank displays when an existing entry is deleted or when a new data field was intentionally left blank.

Associated Record ID

The secondary column associated to the Record ID that was changed, such as, <Billing> AAA (Shipping Address Code and Customer ID) or <PostOffice> S (Address Code and Address Code Type). Note that a blank field displays when there is no association for the Record ID.

Source

Where the activity was performed. For example, if the user logged into the system, one of the following displays: Administration, Accounting, or Payroll. If the information was imported into the system, Import displays. Also, if a user connected directly to the database on the SQL Server, Other displays.

Workstation ID

The name of the workstation used to perform the activity, such as, NPSSERVR.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.