This article is intended for: Editors of an Operational Budget.
Use this article after: creating a Operational Budget and when you need to see details regarding changes within the budget.
ClearGov's Operational Budgeting module automatically tracks every change made and presents the list of changes in a searchable and sortable table called the Audit Trail.
Note: The Audit Trail is only available for users with editor-level permissions for a given budget.
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From an Operational Budget:
- Navigate to the Audit Trail tab.
- To sort ascending or descending, select any of the column headers.
- To filter, select the funnel icon and select or de-select the filter criteria to find exactly what you need. For example, select the funnel icon in the Action column and select the checkbox next to Add to see accounts or itemizations that have been added to the budget.
- Search key terms in the Detail search bar.
- Use the search box in the Date column to narrow down activities by a specific date or date range.
- Select the Export icon to download the audit trail as a CSV.
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