How do I manage Audit Trail in Users Module?

Table of Contents :

How do I view an Audit Trail?

1.	Login to your account using the username and password provided.
2.	Hover on the Users tab and Click on Users sub-menu tab.
3.	Hover over the REPORTS dropdown and Click on Audit Trail option. It will open a new window.
4.	Select filter types that you want to filter. Like filter by keyword, filter by operations, filter by date, filter by client etc.
5.	Click on FILTER button to filter Current Status Audit Trails report. It will show filtered data into grid.

How do I export an Audit Trail?

1.	Login to your account using the username and password provided.
2.	Hover on the Users tab and Click on Users sub-menu tab.
3.	Hover over the REPORTS dropdown and Click on Audit Trail option. It will open a new window.
4.	Select filter types that you want to filter. Like filter by keyword, filter by operations, filter by date, filter by client etc.
5.	Click on EXPORT button.
6.	It will show you Popup asking whether you want to open or save file.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.

Choose files or drag and drop files

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