Audit Trail

Overview

Purpose

This report is used to review updates for specific Admin and Security topics:

Any changes or updates to these pages will be available in the Audit Trail report.

Detail

Posted

CSV or Excel

How to Get Here?

From Portal:	From Back Office:
From the Reports tab, locate the Audit Trail report. Click Edit for the report. Enter/select filter criteria on the Criteria page. Click Run Report.	Open the Manage menu and select Reports. From the Reports page > Modern tab, select the Audit Trail report from the list of reports. Click Run (or press [Alt] + [R]). Enter/select the filter criteria from the Parameters window. Click Run (or press [Alt] + [R]).

(Click an image to enlarge)

Field	Description
Topic	Name of the Connect topic where the change was made: Password Policy, Users, Roles, Fee Schedules, and Case Error Rules.
Record	The record that was changed.
Field	The field that was updated.
Before	The value in the field before it was changed.
After	The value in the field after it was changed.
User	The user that made the change.
Updated At	The date/time when the change was made.

Results can be returned for one or more of the filter criteria (e.g., multiple practices).

Option	Type	Required	Description
Date	Drop Down	Yes	Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year. If Custom Date Range is selected, the From and To fields are enabled to enter specific dates to run the query on. If Last # of Days is selected, the Last # of Days field is enabled to enter a specific number of days to run the query on.
Creator	List Selection	Yes	Filters by all creators (Connect users) or by one or more creators which made changes. By default, this filter is set to All.
Topic	List Selection	Yes	Filters by all topics (Password Policy, Users, Roles, Fee Schedules, Case Error Rules) or by one or more topics where changes were made. By default, this filter is set to All.
Report Folder	Drop Down	Yes	Designates where to place or save the output from the executed report.