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Audit Trail Report

The audit trail is a history of user-entered changes in a particular version of your com­pany’s model. Administrators can turn this function on or off for each version individually. When it is turned on, all users with access to reports can search through the audit trail for data to which they have access. The search lets you filter on version, time range, accounts, levels, and users.

To create an audit trail search report, go to the Reports screen and click New Report. Select Audit Trail Search from the drop-down menu. The Basic Search screen appears. You can switch to the Advanced Search screen by clicking Switch to Advanced Search in the upper left corner of the screen.

Basic Search

Basic search is the default for the Audit Trail Search screen, and it requires minimal user input. It only requires a level selection and a time range selection.

In the Location of Change

You can navigate the paginated view using the icons at the bottom of the pane. The following table describes Pagination icons and their effects.

Icon Effect Icon Effect
First Last
Previous Next
Refresh    

To quickly find a specific level, type part or all of the level’s name in the Search box and click Search Screen_Shot_2017-02-10_at_1.48.25_PM.png. If your search returns a large number of results, the results may be paginated as described above.

In the Time of Change area, select the beginning and end of the time range you want to search. You can type a date and time manually (in the format 2/8/2016 10:00 AM) or use the calendar selector and time sliders.

You can control the number of results shown per page using the Rows Per Page ;text box. Enter the number of results you want shown per page. The default is 100, but any positive number can be entered. The box cannot be left blank.

Make sure you have the correct version selected in the version selector.

Once you have selected both a location and a time range to search, click Search Audit Trail.

Advanced Search

The Advanced Audit Trail Search  offers much more detailed filters for your search. The Location of Change area includes a level selector. It also includes options for selecting the type of data. 

The following table describes the types of data available to search:

Type of Data

Options

GL Accounts

Displays the entire list of GL accounts in the system. The Months filter is displayed at the bottom.
Modeled Accounts Displays all modeled accounts in the system, organized by the name of the modeled sheet to which they belong. Timespan elements are not included, but a range for time periods can be specified using the Time of Change filter. The Months filter is displayed at the bottom.
Cube Accounts Displays the entire list of cube accounts in the system. The Months filter is displayed at the bottom.
Custom Accounts Displays the entire list of custom accounts in the system. The Months filter is displayed at the bottom.
Assumptions Displays a list of global and sheet assumptions. The Level filter is not displayed when this type is selected, because assumptions do not pertain to specific plans. The Months filter is displayed at the bottom.
Shared Formulas Displays the entire list of GL and custom accounts in the system.
Monthly Lookup Tables Displays all the monthly lookup tables in the system, sorted by the modeled sheet with which they are associated. The Months filter is displayed at the bot­tom.
Spread Lookup Tables Displays all the spread lookup tables in the system, sorted by the modeled sheet with which they are associated.
Currency Exchange Rates Displays a list of currency exchange rates used in the system. The Months filter is displayed at the bot­tom.
Consolidation Percentage Consolidation only. Displays a list of the consolidation percentages used in the system. The Months filter is displayed at the bottom.
Locals Displays all the locals the user has access to. The Months filter is displayed at the bottom.

The Time of Change area is the same as in basic search.

The Source of Change area offers an alphabetically-sorted list of all current users. Each user’s name and email address are included. You can select or unselect individual users by holding the Ctrl key and clicking, or use Select All or Deselect All.

Click Search Audit Trail to run the search.

Report Results

The Results page is the same for both basic and advanced audit trail search.

You can view the time of each change, the user who made it, the level, account, row/split/location, month, and the previous and new values. If a magnifying glass appears next to a change, you can click it to open the cell explorer and drill into the cell containing the change.

Click Printable View to export the search results as an Excel file.

Click New Audit Trail Search to run another search.

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