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.
Dani Bennett
shared this idea
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Aqeel Kapasi
commented
Given how much we rely on XPM for critical processes, this would be invaluable
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Rebeca Ospina
commented
Agreed this would be very useful.
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Jodie Parry
commented
Agree with Nick, it would be especially good to have a report showing all jobs cancelled/deleted within a period so we can check there is nothing accidentally removed.
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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.