Basic Audit Trail report

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:29 PM by Erik Åkerlund

This static report logs status changes on deals in the system. Here's how to run the report:

  1. Go to Middle Office > Static reports
  2. Fill in Date From and To and User From and To.
  3. If you want a full report of all users, fill in From A to Z, if you only want a report of one person fill in the user name in From and To.
  4. Run the report

This is shown in the report:

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