In Offering, any change a user makes to a batch, contribution, or pledge record is subject to the audit process. The audit report enables you to generate a report that allows you to view and monitor all such changes. 

1. Navigate to the Offering module.
   • Use the Navigator Bar to select Reports > Diocese
   • Use the Reports Card to select Diocese.
2. In the Select a Report dropdown list, select the Audit Report option.

Note: 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 will not be visible in the Offering menu of the navigation bar.

3. Under Audit Report Type, select one or more record types to audit. Each option tracks changes made to the selected record type, showing what was changed, by whom, and when.
   • Batch
   • Contribution
   • Fund
   • Pledge
   • Sustaining Gifts
4. In the Order By field (required), choose how to organize the report:
   • Select User to group changes by staff user.
   • Select Type to group changes by record type.
5. If you selected User in Step 4, click the magnifier icon to open the Staff Search window.
   • Use filters like First Name or Email to find the user.
   • Click the blue search icon to select the record.
6. Set the Start Date (required) using the calendar tool.
7. Set the End Date (required) using the calendar tool.
   • To find changes made on a single day, select the same date for both Start and End.
8. Choose which funds to include:
   • Select All Funds to include all funds.
   • Or choose Funds Individually and check the boxes next to the funds you want to include.
9. Click Run Report to generate the audit trail, which displays the changes made to your selected records.
10. In the upper-right corner, click to generate the report. From the menu, select the report format:
    • Excel: The Excel version utilizes the same data source as the PDF but may contain additional data, presented in an .xls format. The Excel version is an option to choose if you want to perform a mail merge or import the data from the selected report into a spreadsheet program, such as Microsoft Excel.
    • PDF: The PDF version is useful 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 Excel version and is a more suitable option when you need a report that is easily read.
11. Follow your browser's instructions for opening the downloaded report. 

Updated November 05, 2025 19:51