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View Audit Trail Reports

This section describes how to view the audit trail report that tracks all the changes, grouped by user, user group, or user role. You can export the audit trail report to formats such as PDF, HTML, MHT, RTF, XLS, XLSX, and TXT.

For information about the different audit trail reports, see the following topics:

View Audit Trail Report Based on User

For every Easy Workflow user, the audit trail report displays user-related information, such as whether the user was added, deleted, or edited; the date and time of the add, delete, or edit operation performed on the user; and who performed these operations on the user.

To view audit trail report by user,

  1. Select Tools (Workflow) > Reports > Audit Trail > User on the Process Runner tab. The Audit Trail Report window is displayed.
  2. Select the required options for User and Date Filter.
  3. Select Apply Filter. The audit trail report based on the selected filter options is displayed.

  4. Optionally, select Refresh. The audit trail report based on the selected filter settings is refreshed.
  5. To restore the default filter settings, select Clear Filter.

View Audit Trail Report Based on User Group

For every Easy Workflow user group, the audit trail report displays user group-related information, such as whether the user group was added, deleted, or edited; the date and time of the add, delete, or edit operation performed on the user group; and who performed these operations on the user group.

To view audit trail report by user group,

  1. Select Tools (Workflow) > Reports > Audit Trail > User Group on the Process Runner tab. The Audit Trail Report window is displayed.
  2. Select the required options for User Group and Date Filter.
  3. Select Apply Filter. The audit trail report based on the selected filter options is displayed.

  4. Optionally, select Refresh. The audit trail report based on the selected filter settings is refreshed.
  5. To restore the default filter settings, select Clear Filter.

View Audit Trail Report Based on User Role

For every Easy Workflow user role, the audit trail report displays user role-related information, such as whether the user role was added, deleted, or edited; the date and time of the add, delete, or edit operation performed on the user role; and who performed these operations on the user role.

To view audit trail report by user role,

  1. Select Tools (Workflow) > Reports > Audit Trail > User Role on the Process Runner tab. The Audit Trail Report window is displayed.
  2. Select the required options for User Role and Date Filter.
  3. Select Apply Filter. The audit trail report based on the selected filter options is displayed.

  4. Optionally, select Refresh. The audit trail report based on the selected filter settings is refreshed.
  5. To restore the default filter settings, select Clear Filter.

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