Report, Audit Search, Changes to a Record e.g. a Client record

Use this search to find Changes to Records logs, e.g. a Client record.

To open the Audit Search form, from the Report menu, click Audit Search.

Select from the following filters to assist with making the resulting report more specific; use or enter as many fields as required.

Specify the Record type and Code.

Record Type

Select from the dropdown list the type of record you wish to find, e.g. Account records or Client records.

Record Code

Enter the Record Code to search by, e.g. an Account Id.

Specify the Users and Date range.

Users

Enter or select the User Id to reduce the number of search results.

Dated

Enter a Date range, with the first date on the left and the last date on the right.

Record Update Log Results

The "Results" page is presented as a grid view; right mouse click on the header row to open a menu option which includes being able to add or delete columns.

Audit Search, Changes to a Record, Results Page

Columns

Column	Description
Action	Shows the Action that took place, e.g. Added, Changed etc.
Date	The Date and Time the change took place.
IP Address	The IP Address of the User that made the change.
Key	The type of change that was made, e.g. Status, Security Statement, etc.
Machine Name	The name of the Machine of the User that made the change.
New Value	The New Value as a result of the change; shown in xml format.
New Value (Text)	The New Value as a result of the change; shown in text format.
Notes	Additional information related to the change.
Original Value	The Original Value before the change; shown in xml format.
Original Value (Text)	The Original Value before the change; shown in text format.
Pk	The "Primary Key"; every record in every table has a Primary Key number which is a unique identifier.
Record Id	The Id of the Record, for example the Account Number.
Record Pk	The Primary Key of the Record.
Record Type	The type of Record; this is selected on the previous page from a dropdown list.
SubKey	Not used in this context.
User	The Id of the User that made the change to the record.
Windows User	The Windows User Id of the User that made the change to the record.

Button Strip

Button	Description
	Refresh button - click to refresh the grid.
	PrintClick this button to Print the details of the line highlighted.
	Show the top line of the Log Results in the grid (Compact View), or show the full Results over a number of lines (Full View).
	Show or Hide the Preview Pane below the button strip.
	If you have added or taken away Columns, changed the settings for the Preview pane or changed the way the Preview Pane is set, click this button to save your settings so that the next time you view this grid it will look the same.