Use an Audit History report

The Audit History report tracks information about changes made to records and transactions in Sage Intacct, including who made the change and when the change occurred.

Open Custom Report Writer

1. Open Custom Report Writer in any of the following ways:

   • Go to Customization Services > All > Custom reports.

   • Go to Platform Services > All > Reports.

   • Go to Reports > All > Advanced > Custom reports.

2. Select Add to launch the Custom Report Writer Wizard (CRWZ) and begin creating a report.

Access an Audit History report

After installation, you can find the Audit History report under General Ledger Reports in the General Ledger Reports dropdown menu. Install the Audit History reports through the Package Library, which you can access in the following ways:

Customization Services

1. From the main menu, go to Customization Services > Customization Packages.

2. On the Customization Packages page, select Packages library.

3. Find the report and select Install.

4. To create a custom report, duplicate the standard Audit History report. See Duplicate a custom report and customize the Audit History report for details.

Platform Services

1. From the main menu, go to Platform Services > Packages.

2. Select Package library.

3. Find the report and select Install.

4. To create a custom report, duplicate the standard Audit History report. See Duplicate a custom report and customize the Audit History report for details.

Set up and run an Audit History report

This section describes the recommended setup for a sample Audit History report. You can then use this report as the basis for your company, modifying it to meet the needs of your organization.

Set up an Audit History report

1. To access the custom report writer, go to Reports > All > Advanced and select Add (circle) next to Custom reports.
2. In Step 1: Select a primary data source, select Audit history.

3. In Step 2: Add columns, add the following columns to your report:

   • Access date
   • Action
   • Details
   • Field after
   • Field before
   • Field name
   • Object
   • Record (or Record URL)
   • Source
   • User
     
     

4. In Step 4: Select column sequence, drag and drop the columns into the order you want and rename any columns if needed.

   We recommend the following sequence for your columns:

   • Access date
   • Action
   • Details
   • User
   • Source
   • Field name
   • Field before
   • Field after
   • Object
   • Record
   • Record URL (if applicable)

5. In Step 6: Sort columns, choose Descending or Ascending from the dropdown menu beside Access date.

   Sort as desired from the available options, such as Object, Action, Record, and so on.

6. Optionally, in Step 7: Filter report, choose columns to which to apply filters.

   For example, you might set the Object column to filter only for glbatch to view only changes made to journal entries. You could also include a filter on the Details column to reduce that information down to specific journal entries you want to view.

   We recommend filtering data to reduce report size and increase the readability and performance. See Filter your report for more information.
7. Optionally, in Step 9: Set report date and title, add a Report title and Footer text to display in printed report formats.

8. Optionally, in Step 10: Include additional prompts, select columns for which you want to select additional parameters when you run the report.

   For example, you might choose Access date and Object to limit the amount of data the report generates. Additional configuration might be required if you use multiple prompts in Step 11.

   Prompts only work when you run a custom report from an application menu, such as General Ledger. See Include additional prompts when the report is run for more information.

9. In the Save and add to menu step, choose a name for your report that describes its settings. For example, Journal entry audit report or Audit trail by object.

   You can add your report to a menu by checking Add to menu and selecting an application from the Application dropdown menu. Select this checkbox if you are using prompts with your report and add it to an appropriate menu.
10. Save the report.

Run the report

You can run the Audit History report you built from the Reports center in the following ways:

Reports center

1. Go to Reports > All > Advanced > Custom reports.

2. Find your custom report and at the end of the row, select Run.
3. In the pop-up window, select a Report type.
4. Select OK.

Custom Reports list

1. Depending on your subscriptions, go to one of the following:

   • Customization Services > All > Custom reports
   • Platform Services > All > Reports
2. Find your custom report and at the end of the row, select Run.
3. In the pop-up window, select a Report type.
4. Select OK.

For more information, see Run a Custom Report Writer report—CRW.

Column descriptions

The following table describes the columns included on the API Usage Detail report.

API Usage Detail columns

Column	Description
Access date	Shows the date and time at which the Action occurred on the record.
Action	Describes how the object was accessed or changed. See Audit Trail action descriptions for a list of possible actions.
Details	Describes more about the Action taken.
User	Shows the user (User ID) that performed the action on the record.
Source	Shows the entry point of the access from UI (user interface), API, or System
Field name	Shows the name of a field on the record in which a change was made.
Field before	Shows the value of the field before a change was made.
Field after	Shows the value of the field after a change was made.
Object	Describes the type of object accessed along with the object name in Intacct's database.
Record	Shows the name of the record based on the record's unique system ID.
Record URL	Provides a link to the record in the following ways: HTML: provides the record name (unique system ID) as a link for further investigation into the record. Other formats: provides a URL that requires you to log in to Sage Intacct to view the record.

Audit Trail action descriptions

Action	Description
Access	Tracks when a user views or edits a record. Only available in the Audit Trail History report or via the getAuditTrail method.
Activity	Records admin activities like resetting a password.
Create	Creates a snapshot of when the record was first created.
Delete	Tracks deleted records. Only available in the Audit Trail History report or via the getAuditTrail method.
Login	Tracks when users log in to your company.
Modify	Records user edits of a record. Changes reflected in the Before and After columns in the Audit Trail window for a record.
User action	Tracks various user actions such as exporting or printing a PDF of a record.
Workflow	Records when workflow actions occurred on a record, such as voiding a cheque.