Overview
The Audit report allows you to view and monitor changes made to your organization's batch, contribution, and pledge data.
Permissions
To access the Audit Reports page, you must either have Organization Admin access rights tied to your login or Offering > Print permissions. If you do not have Offering > Print permissions, the Reports option is not visible in the Offering menu.
Access rights and permissions are granted to individual users in their staff records, accessed through the Manage Staff page in the Administration module. You must have Organization Admin rights to view the Manage Staff page and assign permissions. For details, see the article About Permissions and Access Rights.
Export Button
Click (Export) to generate an Audit report. You can produce a report in the following formats:
- Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in a .xls layout. Choose this option if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel.
- PDF: The PDF version is helpful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the .xls version and is a more suitable option when you need a document that is easily read.
Audit Report Setup
The options used to set up an Audit report are listed below. For instructions on creating an Audit report, go to Create an Audit Report.
An asterisk (*) indicates required information.
Audit Report Type
Select the type of report you want to create. You can select one or more of the following:
- Batch: for the specified date range, tracks changes to batch records showing what was changed by whom and when.
- Contribution: for the specified date range, tracks changes to contribution records showing what was changed by whom and when.
- Pledge: for the specified date range, tracks changes to pledge records showing what was changed by whom and when.
- Sustaining Gifts: for the specified date range, tracks changes to sustaining gift records showing what was changed by whom and when.
- Fund: for the specified date range, tracks changes to fund records showing what was changed by whom and when.
Order By *
Select the type of audit report you want to generate:
- By User: shows changes made by the selected staff user to the funds he or she has permission to change. For easier review, the information in this report is organized to consolidate all changes made by the selected user.
- By Type: produces a report that includes all changes made to one or more of the following: batches, contributions, and pledges. For easier review, the information within a report is organized by information in the Type column, which indicates the type of change made to a record.
Selected User *
If you select the By User option, click to open the Staff Search window. Use the Search filters (for example, First Name or Email) to find the user you want to audit. Click
to locate the record.
Start Date *
Set a date range for the report by entering a start date in this field and a date in the End Date field (see next entry).
You can either type a date into the field or click and select a date from the displayed calendar.
If you want to find changes made on the same date, select the same date from the Start Date and End Date (see next entry) calendars.
End Date *
Set a date range for the report by entering an end date in this field and a date in the Start Date field (see previous entry).
You can either type a date into the field or click and select a date from the displayed calendar.
If you want to find changes made on the same date, select the same date from the Start Date and End Date (see next entry) calendars.
Select All Funds
Select this option to include audit data for all funds in the report.
Choose Funds Individually
Select this option to include audit data for specific funds in the report. A list of funds is displayed. Select the checkbox for each fund you want to include in the report.
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