Table of Contents : |
1. | Login to your account using the username and password provided. | |
2. | Hover over the Clients tab and Click on the Main Client Info tab. | |
3. | Hover over the REPORTS drop down and Click on the Audit Trail option. It will open new window. | |
4. | In the new window, Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc. | |
5. | Click on FILTER button to filter Audit Trail 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 over the Clients tab and Click on the Main Client Info tab. | |
3. | Hover over the REPORTS drop down and Click on the Audit Trail option. It will open new window. | |
4. | In the new window, Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc. | |
5. | Click on FILTER button to filter Audit Trail report. It will show filtered data into grid. | |
6. | Click on EXPORT button. | |
7. | 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.
Lauren Partridge
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