Perform the following steps to generate an Audit Trail Report:
- Navigate to the Reports menu, and select "System Reports".
Result: The "System Reports" Navigation Tree displays as shown in the following screenshot:
- Click the "Maintenance" Navigation Tree Node.
Result: The Maintenance section of the Navigation Tree expands as displayed in the following screenshot:
- Double-click "Audit Trail".
Result: The "Audit Trail" form displays as shown in the following screenshot:
- If you want, apply any of the following parameters to your Audit Trail Report:
- User ID
- Reviewer ID
- Contact Type
- Dealer ID
- Branch ID
- Customer ID
- Global Keyholder ID
- Agency ID
- Authority ID
- To run an Audit Trail Report, enter a beginning value in the "From:" field and an ending value in the "To:" field. The system will report on all items in the selected category that fit between the beginning and ending values.
- The "Event Date" option displays as preselected. Enter an Event date and time range for the Event in the "To:" and "From:" fields.
- If you want, select the "Review Date" checkbox and enter a Review Date and time range in the "To:" and "From:" fields.
- Click "Options".
Result: The "Audit Trail Options..." window displays as shown in the following screenshot:
- Deselect items in the "Source", "Change Type", "Review Code", and "Category" areas of the window that you want to exclude from your Audit Trail Options Report, and click "OK".
Result: The Audit Trail Options window closes, and the system returns you to the Audit Trail form.
- Once you have entered all the parameters for your Report, click "Next".
Result: The Distribution Tab displays as shown in the following screenshot:\
- For instructions on distributing your Report, refer to the "System Reports" document.