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Document Building - Track Changes with Activity (Audit Trail)

What You’ll Learn: This article is for Editors using Report. It explains how to see when content in your documents was created, updated, or deleted, and by whom.

When to Read This: When you need to use the Audit Trail for a document to find out who changed content in a document, such as for an internal review or a compliance question.

Note: You can select any image below to zoom in.

The Activity window keeps a record of changes in your Report documents, including when content was created, updated, or deleted, and who made the change. You can filter the record by date range, type of change, and user, so you find the change you need quickly. 

There are 3 steps to track changes with Activity. Select the step below to navigate directly to that section.

  1. Open Activity
  2. Filter the Activity Record
  3. Review and Export the Results

Step 1: Open Activity

Navigate to Report and choose your document type, such as Digital Budget Books, Digital Financial Reports, CIP Documents, or Custom Documents. Select your document to open it in the document editor.

Then, select the Activity button in the upper right corner.

Note: Activity is available to Editors of a document. If you are a Contributor or Reviewer and need to see a document's activity, reach out to an Editor of that document.

Step 2: Filter the Activity Record

Follow the instructions below to sort and filter the Audit Trail to narrow it down to what you need.

  1. In From and To, use the calendar picker to choose the date range you want to review.
  2. In Operation, choose the types of changes to include: create, update, or delete. Choose Select All to include all three. By default, all operations are included.
  3. In User, choose a person, or keep All users to see changes from everyone.
  4. Select the Get Audit Events to search.

Pro Tip: Select the Clear Filters button to reset the filters and start a new search.

Step 3: Review and Export the Results

Your results appear in the Audit Trail table.

  1. Select a column header, such as Timestamp, to sort the results.
  2. Select the Export CSV button to download the results.
  3. Select the Close Window button in the lower right corner when you are finished.

Pro Tip: Set Operation to delete to quickly find content that was removed from your document and see who removed it.

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