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.

Audit Trail Setting

This report is only available if the appropriate Enable Info Center Audit Trail option is selected on the Audit Trail tab of General System Settings (Settings > General > General System in the desktop application).

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.