This report allows you to audit changes made to account information, across a date range for either a single customer or a range of customers. The report can be sorted and filtered in multiple ways when displaying the changes.

From the Customer Management module:

1. Click the Reports menu and select D. Account Audit Report.

The Account Audit Report window is displayed.

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2. To audit all account customers, leave the From and To fields on the default, or enter the required customer range.

3. Enter the required Starting Date and Ending Date.

4. Click the Sort Bydropdown and select one of the following options

  • Date/Time
  • UserID
  • UserName
  • Station
  • Customer ID
  • Customer Name
  • Change Type
  • Field Name
  • Old Value
  • New Value

5. Check the required Change Types to audit, check the required checkboxes:

  • Account Details
  • Direct Debit
  • Credit Details
  • Postal Address
  • Statement Preferences
  • Additional Account Charges

6. Click OK to run the report.

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