Creating audit reports from lists

You can create audit reports from standard lists. You can view the report you create in My Reports.

  1. On a list, create a report. More Actions (ellipsis) and select Options > Create Report.
  2. Specify a name for the report that is easy to recognise, for example add Audit to the name.
  3. On the Data Source tab, select Use Audit Data.
  4. Click Create And View Report. The new report is displayed.
  5. Personalize the report to include audit fields. Click Options > Personalize.
  6. On the Column tab, click Add Field to include audit fields such as effective date, action, actor, or reason code.
  7. Add each field to the columns list and arrange the columns.
  8. When you are satisfied with your personalization, click OK. The report is available in My Reports.

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