For users with edit or view access to a report, the Activity log in Report Settings provides an on-demand history of system changes. This log is essential for understanding modifications, tracking updates, and troubleshooting issues as they arise.
Review a Report’s Audit Trail and Background Jobs Walkthrough
Step-by-Step Instructions
Navigate to the Audit Trail
- Report settings are located within a report. Select a Report to begin.
- The Settings icon is located in the upper right-hand corner next to your user profile image.
- Select the Audit Trail tab.
Key Actions to Know on the Audit Trail
Filter the audit trail as needed by selecting the appropriate filters.
Click on an activity to see more details.
Navigate to the Background Jobs
From within the Report's Settings, select Background Jobs to see the status of any generations of PDFs or other jobs.
Key Actions to Know on Background Jobs
Download the files of the job by selecting the Download Icon.
Select the Info icon to see the process of that job and troubleshoot any issues.
Frequently Asked Questions (FAQs)
Q: Am I able to see an audit trail for all reports rather than in a single report?
A: Yes! Assuming you have access, you can find an audit trail for all activity in Disclosure Studio under Settings >> Audit Trail. The functionality is exactly the same.
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