The Change History Report shows a complete listing of actions (Login, Create, Update, Delete) made by users in AccuBill. Each action is logged with details about the feature is was made in, the date & time it was made, and the user who made it.
Permissions Needed
To work with the Change History Report, you need the following permission:
- Reports > CHANGE HISTORY
Running the Change History Report
To begin running the Change History Report, follow the steps below:
- Primary filter > Select Feature or User - Required
- Feature - see change history actions by feature
- User - see change history actions by user
- Start Date - set the start date to see actions for - Required
- End Date - set the end date to see actions for - Optional
- Feature OR User - Required
- Feature - Is displayed when Feature is selected as the Primary filter and lists the various features in AccuBill to see actions for
- User - Is displayed when User is selected as the Primary filter and lists the users in AccuBill to see actions for
- Generate Report - Click this button to display the results of the filters selected
Viewing the Change History Report
Within the Change History Report table, you’ll see the following:
Dropdowns:
- Actions - Select specific actions to focus on - Optional
- Users - Select specific users to focus on - Optional
- Features - Select features actions to focus on - Optional
Columns:
- Action Date - The date and time the action took place
- Feature - The feature (Fiscal Periods, Procedures, etc.) where the action took place
- Record - The name of the record where the action too place
- Action - The type (Login, Create, Update, Delete) that took place
- User - The user who made the action
- Details - Click the details icon to see more information about the action made