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How do I manage an Audit trail from Main Client Info?

Table of Contents :

How do I view 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.  

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.

Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted
  3. Updated

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