Admin Reports

screenshot of Admin Reports page

Audit reports can be an important way to monitor and protect your assets. That’s because they allow you to view transaction activity for a specific time period at a glance. They also include a high level of detail and let you know which Users have performed which transactions.

There are two audit reports available on the “Admin Reports” page. Both are available in a pre-defined format that can be displayed by clicking on the appropriate link – “System Activity” or “User Entitlements.” This will take you to a page where you can set report criteria, such as specific time period, report format, header/footer, etc. Set your options and then choose “Generate Report” to view your information. After you generate a report, you may view it onscreen and export it in a variety of formats.

There are two ways to create a custom report that you can use later.

  1. From the Admin Reports page choose "New Custom Report." Set your options, name your report, and then click “Save.” It will now be listed in the “Saved Custom Reports” dropdown box, where you can run the report, edit, or delete it in the future.
  2. Alternatively, you can click on a standard report template, “System Activity” or “User Permission,” set your options and then click “Save Report.” Once you name and save the report, you will return to the report editing page where you can click on “Generate Report” to view the information. This report will be added to the “Saved Custom Reports” list as well.