Client Audit Detail

The Client Audit Detail report shows original and new column values for each update, delete, and insert action performed on records in the Client Info Center. If a client record is deleted, the name of the client is blank if that client is listed in the report.

To see Ajera CRM user IDs and dates for the operations, generate the Client Audit report.

Configuration Setting

This report is only available if your system administrator has enabled Info Center auditing.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.

Info Center Attachments

If Vision is configured to allow you to attach documents to a record, you can use the Info Center Attachments tab to upload, view, and store documents such as contracts, waivers, and images for your records. When you run an audit report, Vision includes an entry on the report that lists the Category, Filename, and Description for each attachment, as well as any changes that occurred.