Creating audit reports from lists

You can create audit reports from standard lists. You can view the report you create inOptions > Related Reports or in your reports list

  1. On a list, create a report. Select Options > Create Report.
  2. Specify a name for the report that is easy to recognize, for example add Audit to the name.
  3. Personalize the report to include audit fields. On the Column tab, click Add Field to include audit fields such as effective date, action, actor, or reason code.
  4. Add each field to the columns list and arrange the columns.
  5. On the Data Source tab, select Use Audit Data
  6. Cllick OK.

    You can output your report using Options > Print To PDF or Export To CSV.