Audit Trail Report

Users can utilize this report to see appointments in the audit trail and can filter this information by appointment date, modified date, or appointment and series ID’s.

Steps	Description	Helpful Information

Steps	Description	Helpful Information
Provide Permission	In the Company Account>Roles>Reporting Dashboard Permission, select View/Download Scheduling Reports	Users with this permission will also have access to the following reports under the scheduling section of the Reporting Dashboard: Cancellation Report, Staff Productivity Report, Billable Hours Summary, Client Log, and Session Log By default, this option will be checked for Role 4 users Records of Audit Trail will be available to the user based on Client Access Role Permissions
Access Audit Trail Report	Navigate to the Reporting Dashboard, and select Audit Trail Report
Report Table Fields Overview	The Audit Trail Table includes the following columns: Appointment ID: This is needed for troubleshooting and investigation Action: The action that was completed Modification Date: The date and time when the action took place Modified By: User who made the action related to the appointment Modified field names: All values that were modified Old Values: Previous field values prior to the update New Values: New field value that was updated	The details in the audit trail record might differ depening on what action has taken place
Appointment Date Search Fields	To search for any appointments by appointment date: Enter a “from” date and a “to” date, then click Search	By default Appointment Dates will be the start and end date of the current week. The start and end dates entered may not exceed 7 days All appointments with dates equal to the from and to dates entered display in order from the oldest to newest. Users may search by appointment dates only or use in conjunction with the modification date search.
Modification Date Search Fields	To search for appointments that were modified from and to a date: Enter a “from” date and a “to” date using the Modification Date fields, then click Search	By default Modified Dates will be the start and end date of the current week. The start and end dates entered may not exceed 7 days All appointments that were modified within the date range entered will display in order from the oldest to newest. Users may search by modification dates appointment dates only or use in conjunction with the appointment date search.
Appointment ID Search Field	Users may enter a single occurrence Appointment ID or Series Appointment ID When entering an Appointment ID that is part of a series, all appointments that are part of the series will also display	If a series id is entered, system will display only the “Create Appointment” record. It is recommended to use this search field independent of the appointment and modification date fields. This field cannot be used in conjunction with appointment date, and input in one field will erase existing input in the other. If user enters an appointment id that does not exist a message will appear after clicking search. It will read: “This Appointment ID does not exist. Please enter a valid Appointment ID”.
Export to Excel	After the system generates the results, users may select the Export option to downlad an Excel file of the results