The Audit Trail Report shows who has accessed Total Office Manager and what operations have been performed. Although it does not show everything they have done, it does show things that could cause future problems. Audit trails are extremely useful for maintaining security.
Below is an example report (which may have been cropped and shrunk to conserve space).
From the main menu, click Reports > Company > Security > Audit Trail, or use the Report Navigator (see related topics).
The following options are available in this report.
- Audit – An “Audit” report type is detailed and includes all available fields.
- Summary – A “Summary” report type is condensed, having events automatically grouped by action. Sort options are not available in the Audit Trail Summary report, and those controls will subsequently be dimmed (grayed-out) when the Summary radio button is active.
Date Filter Area
The following date filtering is available in this report.
- Date Range – Choose from a pre-defined range of time-frames from the “Date Range” drop-down list, or enter a custom range using the “From” and “To” fields.
Additional Filter Controls
The following additional filters are available in this report.
- Filter by User – To filter the report by a particular Total Office Manager user, select one from this drop-down list.
- Filter by User Form – To filter the report by a particular form in the program (for example, the “Check” form used to write checks), select one from this drop-down list.
- Filter by User Action – To filter the report by a particular action (like “Delete”, for example), select one from this drop-down list.
- Sort Options – Up to three separate sorting options can be set. Each of the three options can be set in either ascending (ASC) or descending (DESC) order. If all three are set, they work concurrently. The top sort field is the first field by which the report is sorted. The middle sort field is the second field by which the report is sorted. The bottom sort field is the third field by which the report is sorted.