Note  This article is intended for Minfos Pilot stores only. It contains either new or updated functionality that is not generally available at this time. Please look out for these new features in an upcoming Minfos software release.

Head Offices can view a report of changes made to Centralised Customer Accounts, including details of what information was changed, when, and by whom. You can filter by type of change to find events of interest.

Run the account audit report

  1. From the Minfos Launch Pad, click Customers.
  1. Click the Reports tab and select Account Audit Report.



  2. The Account Audit Report dialog is displayed.

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    1. In From, select the first account to be included in the report.
    2. In To, select the final account to be included in the report.
    3. In Starting Date, enter the first date in the report period.
    4. In Ending, enter the final date in the report period.
    5. In Sort By, choose the report column to determine the sorting order. The available options are:
      • Date/Time
      • UserId
      • UserName
      • Station
      • Changed By Code
      • Changed By Name
      • Master Store Pharmacy Code
      • Master Store Pharmacy Name
      • Account Code
      • Account Name
      • Change Type
      • Field Name
      • Old Value
      • New Value
    6. In Change Type, select one or more checkboxes to include the corresponding change type in the report. The change types can include multiple fields, e.g. tick the Postal Address checkbox to list all accounts that have had any change to their address fields, including street, suburb, state, postcode, or Use this address checkbox.
  3. Click OK to run the report.
  4. The Account Audit Report is displayed.

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Report columns

Column name

Description

Date

Date of change

Time

Time of change

Id

Identity of user that made the change

User Name

Name of user that made the change

Station

The Minfos Station Id where the change was made

Changed By

The store where a user changed the value

Master Store

The home store of the Centralised Customer Account

Account Code

The Centralised Customer Account Id

Account Name

The Centralised Customer Account name

Change Type

The type of change that was made, e.g. Statement Preferences

Field Name

The specific field that was changed, e.g. Statement Method

Previous Details

The old value before the change, e.g. Email

Changed Details

The new value after the change, e.g. Print