Use Advanced Audit Trail

Advanced Audit Trail works in the background and tracks all accesses to personal data stored in the customer, supplier, and contact objects in your Sage Intacct instance. This access information is stored behind the scenes until you run the Advanced Audit History report.

View the Advanced Audit History report

If you are a user with full admin rights, you can create a custom report using the Advanced Audit History data source, which generates a report that includes the instances of access to the customer, supplier, and contact object records in your company. You can sort this report by time, user, or object that was accessed. Additionally, you can export this report in a variety of formats to be used outside of your company.

Learn how to create the Advanced Audit History report.

An Audit report on your entire company might take a long time to run. If the report exceeds 1000 lines, the wait could be significant. This could mean wasted time during initial setup. For this reason, we recommend running reports filtered for specific information, rather than a history report for an entire company.

See the following topics for more information about filtering a custom report:

Advanced Audit Trail actions

You might see any of the following Actions on the Advanced Audit History report.

The Advanced Audit History report uses tracking from both the standard Audit Trail and the Advanced Audit Trail. It captures both access and changes made to contact, customer, and supplier records stored in your Sage Intacct instance.

Standard Audit Trail actions

Action Access details
Access Tracks when a user views or edits a record.
Admin Records admin activities like resetting a password.
Create Snapshot of when the record was first created.
Delete Tracks deleted records.
Modify Records when user edits a record. Any changes made to the record are reflected in the Before and After columns in the Audit Trail window on the record.
User 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.

Advanced Audit Trail actions

All of the actions below represent an access only. No modifications are made to the record.

Action Access details
Advanced Audit Report Access from running the Advanced Audit History report.
API API call

Data export

Data import

 Data export or import. For example, importing a CSV file of new suppliers.
Dropdown list Dropdown list. For example, when choosing a contact for a new supplier record.
Email delivery history Email delivery history
Global search Global search of a contact, supplier, or customer record
Home page Home page. For instance a list or company references to contacts embedded on the home page.
List Viewing a record from a list
Log Logging function
Miscellaneous Other access through the UI
Offline processing Offline activities, such as an offline report
Online processing Online processing, such as receiving a payment
Platform Access from Platform Services
Print Printing a record
Refresh Page refresh causes the data to load again and thus be recaptured by the Advanced Audit Trail
Report Run, view, or create a report
Report filters Entering report filters
Stored report Stored report
System call Asynchronous call in the UI. For example, ulating an AP supplier invoice using a previous AP supplier invoice.
View Specific record view

API access to Advanced Audit Trail

If you are a developer, you can use a Web Services API to access Advanced Audit Trail. Use readByQuery on the ADVAUDITHISTORY object to return information about read and write access to personal data stored in contact, supplier, and customer records.

For more information on using Web Services, see Subscribe to Web Services, or visit the Sage Intacct Developer portal.