Create the Advanced Audit History report

The Advanced Audit History report captures access to personal information stored in your contact, supplier, and customer records stored in Sage Intacct using both Advanced Audit Trail and standard Audit Trail tracking.

Open the 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.

Create an Advanced Audit History report

The instructions below describe our recommended setup for a sample Advanced Audit History report. You can use this report as the basis for your company and make any changes necessary for your organization.

Create the Advanced Audit History report:

1. Go to Reports > All > Advanced and select Add (circle) next to Custom reports.

2. In Step 1: Select a primary data source, select Advanced Audit History.

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

   • Access date
   • Action
   • Audit mode
   • Object

   • Record (or Record URL)

     The Record column provides the name of the record only (Suggested contact name, Supplier ID, or Customer ID), no matter the report format. In contrast, the Record URLcolumn provides the record name as a link so you can drill down into the record when using the HTML report format. When used in any other report format, Record URL provides a URL for the record, without its name, which you can copy and paste into a browser. This URL requires you to log in to Sage Intacct to view the record.

     Add these columns as needed to suit your business practices.

   • 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
   • Audit mode
   • Action
   • Object
   • Record
   • Record URL
   • Source
   • User

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

   You can also sort on Object, Action, Record, and so on, to organize the data in a different way.

6. Optionally, in Step 7: Filter report, choose columns to apply filters to. For instance, you might set the Audit mode column to filter only for Personal data access to view only personal data access in your company. We recommend filtering data to reduce the size of your reports and increase readability and performance. See Filter your report for more information about filters.

   There are only two possible audit modes: personal data access and system audit. The Personal data access mode is directly linked to the Advanced Audit Trail while the system audit mode is related to the standard Audit Trail. For this reason, you might also see system audits on the Advanced Audit History report because it captures creation, deletion, and modification of records.

   This also means that if you filter on audit mode for personal data access only, you will not see any contact, supplier, or customer records that were created, deleted, or modified in your report.

7. Optionally, in Step 9: Set report date and title, add a Report Title and Footer Text that 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 can be required if you're using multiple prompts in Step 11.

   Prompts only work when the custom report is run 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, Personal data access with prompts or Advanced 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.
   This adds the report to the selected application. Select this checkbox if you are using prompts with your report and add it to an appropriate menu.
10. Save your report.

Run the report

You can run the Advanced Audit History report you built from the Reports center, from the Custom Reports list, or from the application menu to which you added the report. See Run a Custom Report Writer report—CRW for more information.

To run the report from the Reports center:

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

2. Find your custom report, then select Run at the end of the row.
3. In the pop-up window, select a Report type, such as HTML, then select OK.

To run the report from the Custom Reports list:

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

   • Go to Customization Services > All > Custom reports.

   • Go to Platform Services > All > Reports.

2. Find your custom report, then select Run at the end of the row.
3. In the pop-up window, select a Report Type, such as Excel, then select OK.

Column descriptions

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

Column	Description
Access date	The date and time at which the record was accessed. The time and date is converted to the time zone set in your user preferences.
Audit mode	Describes which audit trail captured the access. There are two possibilities: Personal data access: Advanced Audit Trail's audit mode System audit: Audit Trail's audit mode While the Personal data access mode captures access made to contact, supplier, and customer records, it does not capture the creation, modification, or deletion of these records. That information is captured by the System audit mode which is related to the standard Audit Trail.
Action	Describes how the object was accessed. See Advanced Audit Trail action descriptions for the full list of actions possible and their meanings.
Object	The type of object accessed. There are three possibilities: contact customer supplier Advanced Audit Trail does not track access to personal data outside of these objects.
Record	Name of the record based on the related suggested contact name, supplier ID, or customer ID.
Record URL	Provides a link to the record. In HTML format: provides the record name (suggested contact name, supplier ID, or customer ID) as a link you can use to drill down into the record. In all other formats: provides a URL that you can copy and paste into a browser. This URL requires you to log in to Sage Intacct to view the record.
Source	The entry point of the access. Possibilities include: UI API System
User	The user (User ID) that accessed the personal data.

Advanced Audit Trail action descriptions

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

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