Audit Entity Actions Report

Audit Entity Actions Report is one of transaction reports provided by Monarch Server. This report provides the following information:

• Date and time when changes were made

• Name of the user(s) who made changes

• Category of the performed action (Create, Edit, Delete)

• Type of the changed entity

To view and print an Audit Entity Actions transaction report

1. On the Navigation Tree, click System Reports and select Transaction.

2. Click the Audit Entity Actions link. The Audit Entity Actions Report page is displayed.

3. In the From ... To fields specify a time period, for which you want to view the search actions. Click to  open the Calendar window, and select the date.

4. From the User list, select a user, whose actions you want to include in the report. (To view search actions for all users, select All Users.)

5. From the Event Category, select the appropriate action. (To view all actions, select All event categories.)

6. From the Entity Type, select the type of the entity, changes to which you want to view. (To view all entities, select All types.)

7. Click View to display the report in either tabular (Grid) or textual (Report) format.

   •  Grid: The Grid view displays the report in tabular format. For each column, select any of the following operations by clicking :

     • Sort Ascending: Select this option to arrange the entries in ascending order.

     • Sort Descending: Select this option to arrange the entries in descending order.

     • Columns: Select the columns to display in the grid view.

     • Filter: Define the settings to filter the entries shown.

     • Group column: Combine identical entries into a single group, with each unique entry displayed once. Remove the grouping by clicking  next to the name of the grouped column or by clicking  again and then selecting Ungroup column.

     • Set Column Position: Choose between Move previous or Move next to arrange the columns.

     The following options are also available in Grid view:

     • Export to Excel: Select this option to export the report as an Excel Worksheet (*.xlsx).

     • Export to PDF: Select this option to export the report as a PDF file (*.pdf).

     • Search: Enter a keyword to perform a search within the entries. 

     • Page navigation: Enter a page number or click the navigation arrows to switch pages.

     • X items per page: Choose the number of items to display from the dropdown menu.

     • Refresh: Click the Refresh button to display the most recent reports. 

   • Report: The Report view displays the report in textual format. The following options are available:

     • Page navigation: Enter a page number or click the navigation arrows to switch pages.

     • Export to the selected format: Choose from among the following export format types that are listed in the dropdown menu: Acrobat (PDF) file, CSV (comma delimited), Excel 97-2003, Rich Text Format, TIFF file, and Web Archive. Click the Export button to complete the export process.

     • Refresh: Click the Refresh button to display the most recent reports.

     • Print preview: Click the Print Preview button  to view the report in printed format.

     • Print: Click the Print button at the top of the page, then click OK in the Print dialog.