How to Create an Audit Report

Audit reports enable organization administrators to view the details of changes users have made to batches, contributions, and pledges after they are entered into the system. This topic shows the administrator how to create two types of reports:  

●       By User: tracks a selected user’s changes to specific funds.

●       By Type: tracks any and all changes made to one or more of the following: batches, contributions, and pledges.

Auditing a Specific User's Activity

Auditing Changes to Batches, Contributions, and Pledges

Printing, Viewing, and Saving an Audit Report

Auditing a Specific User's Activity

1. If you manage several organizations, select the desired organization from the Organization list.

2. Click . Then, select Audit > By User.

The setup for the By User audit report is displayed on the right. The Users tab lists users who have made at least one change to a fund in the selected organization.

3. Select the user whose changes you want to view.
4. Click or select the Filters tab to display the Filters tab:

5. Do the following:

1. Under Date Range, select the date or date range in which to search for changes from the Start Date and End Date calendars.

To search for changes made on a specific date, select the same date on the Start Date and End Date calendars.

2. Under Select Fund(s) choose report content:

• To include change activity for all funds, select View changes for all funds.
• To include change activity for specific funds, select View changes for specific funds. Then, from the displayed list of funds, check those that you want to include in the report.

The Report Summary section in the lower-left corner enables you to review your selections.

6. Click .

The audit report is displayed in the Report Viewer. See About the Report Viewer for information on viewing, printing, and saving the report.

Depending on the size of the report, it may take some time to load.

Auditing Changes to Batches, Contributions, and Pledges

1. If you manage several organizations, select the desired organization from the Organization list.

2. Click . Then, select Audit > By Type.

The setup for the By Type audit report is displayed on the right.

3. Do the following:

1. By default, all content options are selected. Check (to deselect) the box for the content that you do not want to include in the report.

For example, if you do not want to view changes to pledges, check (to deselect) the Pledges box.

2. Under Date range, select the date or date range in which to search for changes from the Start Date and End Date calendars.

To search for changes made on a specific date, select the same date on the Start Date and End Date calendars.

3. Under Select Fund(s) choose report content:

• To include change activity for all funds, select View changes for all funds.
• To include change activity for specific funds, select View changes for specific funds. Then, from the displayed list of funds, check those that you want to include in the report.

4. Click .

The audit report is displayed in the Report Viewer.

Depending on the size of the report, it may take some time to load.

Printing, Viewing, and Saving an Audit Report

After you click , the report is displayed in the Report Viewer. For information on viewing, printing, and saving pledge statements, go to this topic: About the Report Viewer.

Related Topics

About the Report Viewer

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