Use Advanced Audit Trail
Related information
Related topicsAdvanced Audit Trail works in the background and tracks all accesses to personal data stored in the customer, supplier, and contact objects in your Sage Intacct instance. This access information is stored behind the scenes until you run the Advanced Audit History report.
View the Advanced Audit History report
If you are a user with full admin rights, you can create a custom report using the Advanced Audit History data source, which generates a report that includes the instances of access to the customer, supplier, and contact object records in your company. You can sort this report by time, user, or object that was accessed. Additionally, you can export this report in a variety of formats to be used outside of your company.
Learn how to create the Advanced Audit History report.
An Audit report on your entire company might take a long time to run. If the report exceeds 1000 lines, the wait could be significant. This could mean wasted time during initial setup. For this reason, we recommend running reports filtered for specific information, rather than a history report for an entire company.
See the following topics for more information about filtering a custom report:
Advanced Audit Trail actions
You might see any of the following Actions on the Advanced Audit History report.
Standard Audit Trail actions
| Action | Access details |
|---|---|
| Access | Tracks when a user views or edits a record. |
| Admin | Records admin activities like resetting a password. |
| Create | Snapshot of when the record was first created. |
| Delete | Tracks deleted records. |
| Modify | Records when user edits a record. Any changes made to the record are reflected in the Before and After columns in the Audit Trail window on the record. |
| User | Tracks various user actions such as exporting or printing a PDF of a record. |
| Workflow | Records when workflow actions occurred on a record, such as voiding a cheque. |
Advanced Audit Trail actions
All of the actions below represent an access only. No modifications are made to the record.
| Action | Access details |
|---|---|
| Advanced Audit Report | Access from running the Advanced Audit History report. |
| API | API call |
Data export Data import | Data export or import. For example, importing a CSV file of new suppliers. |
| Dropdown list | Dropdown list. For example, when choosing a contact for a new supplier record. |
| Email delivery history | Email delivery history |
| Global search | Global search of a contact, supplier, or customer record |
| Home page | Home page. For instance a list or company references to contacts embedded on the home page. |
| List | Viewing a record from a list |
| Log | Logging function |
| Miscellaneous | Other access through the UI |
| Offline processing | Offline activities, such as an offline report |
| Online processing | Online processing, such as receiving a payment |
| Platform | Access from Platform Services |
| Printing a record | |
| Refresh | Page refresh causes the data to load again and thus be recaptured by the Advanced Audit Trail |
| Report | Run, view, or create a report |
| Report filters | Entering report filters |
| Stored report | Stored report |
| System call | Asynchronous call in the UI. For example, ulating an AP purchase invoice using a previous AP purchase invoice. |
| View | Specific record view |
API access to Advanced Audit Trail
If you are a developer, you can use a Web Services API to access Advanced Audit Trail. Use readByQuery on the ADVAUDITHISTORY object to return information about read and write access to personal data stored in contact, supplier, and customer records.
For more information on using Web Services, see Subscribe to Web Services, or visit the Sage Intacct Developer portal.
