Generate an audit report

From Audit tables in Administration, you can monitor all changes made to every type of record in the database:

  • To a specific constituent record (or records)

  • To specific gift record (or records)

  • By a specific user, group of users, or process

  • On a specific day (or date range)

  • To a specific field (or fields)

In addition, you can easily view any combination of the above. For example, the program can quickly list the last five changes made to a specific record.

Because audit trails are supported at the database level, all changes made are subject to the audit process, even those made outside the program. So not only are changes made through the program interface included but changes made via direct database access by database administrators are also included. This ensures that the audit trail content is always completely accurate and up to date.

Note: New database entities and custom database fields created through the program automatically inherit the audit functionality.

  1. From Administration, select Audit tables. The Audit Tables screen appears.

    All database tables included in the program display in the Table name column of the grid. This includes any customized tables your organization may have added. The Auditing enabled? column displays a green check mark next to all enabled tables; no check mark appears if the table is disabled.

  2. Select the table for which you want to view an audit report and select Audit report. The Table Audit Report appears.

  3. Once the report is generated, you can modify the output to better meet your specific needs.

    • In the Table name field, you can select a different database table for which to view audit information.

    • In the Start date field, if you want to view audit information from a specific start date, unmark the NULL checkbox and enter the start date you want to use.

    • In the End date field, if you want to view audit information up to a specific end date, unmark the NULL checkbox and enter the end date you want to use

    • In the User field, you can select a specific database user name and view only changes made by that user.

    • Next to Include inserts?, mark True if you want to view new information entered; mark False if you want to view only edited information.

    • Next to Include deletes?, mark True if you want to view deleted information; mark False if you do not want deleted information included in the report.

    • In the Maximum rows per table field, enter the number of rows to which you want to limit your report. Regardless of the number of rows selected, all information is included in the report. Any information exceeding the row limit set is included on a new page.

    • In the Application field, select the database application for which you want to view audit information.

    • Next to Include updates? mark True if you want to view edited information; mark False if you do not want edited information included in the report.

  4. After you enter any parameter changes for the report, select View report to generate an updated view.