XPM - Report audit trail
Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.
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Nick Wilkinson commented
Have been asked by a number of practices for this feature request.
Specific audit trail items that would be beneficial:Jobs added, updated, deleted (who, date/time, detail)
Clients & contacts added, updated, deleted (who, date/time, detail)
Invoices added, updated, deleted (who, date/time, detail) - aware that can see on the invoice history but in a report is more what they are after so they can report in bulk.
Tax returns added, updated, deleted (who, date/time, detail) - aware that history shows in tax returns when viewing the return but in report would be great to report in bulk.
Agree that report builder audit log would be helpful too.