Firm Audit

The Firm Audit report shows the user IDs and dates for each update, delete, and insert action performed on records in the Firms hub. If a firm record is deleted, the name of the firm is blank wherever that firm is listed on the report.

This report is only available if the option for the hub is selected under Enable Hub Audit Trail on the Audit Trail form (Settings > General > Audit Trail).

Groups Tab

Use the Groups tab to specify the fields by which the report is sorted and grouped, along with other related options.

Options Tab

Use the Options tab to specify the start and end dates for the changes that will be included on the report, the name of the user making the modification, and the operation type to be performed.

Layout Tab

Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report.

Related Topics:

  • Firm Audit General Tab
    Use the General tab to select report options for the Firm Audit report and to save sets of options for reuse.
  • Firm Audit Columns
    The Firm Audit report contains a standard set of columns. You cannot select columns for this report.
Parent Topic: Firm Reports