Use the General tab to select report options for the
Client Audit report and to save sets of options for reuse.
Contents
Field
Description
Report Name
You can change the default report name.
Create Activity
To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report,
Vision displays the Activity dialog box so you can enter the activity information.
Vision then creates an activity for each
client included on the report.
Start Date
Enter the start date for the data to be displayed on the report, or click
and select the date.
End Date
Enter the end date for the data to be displayed on the report, or click
and select the date.
Vision User
To show audit information for one
Vision user, enter the user ID or click
and select the user ID on the lookup.
Operation Type
By default, the report includes all record operations. To show audit information for a single type of operation, select it from the drop-down list.
and select the date.
and select the user ID on the lookup.