Audit Trail

Report Audit Trail

Report Audit Trail is available within File > Maintenance> Audit Trail, allowing users the ability to view the history of reports created in CCH Reporting and Smart Reports that have been run and the history of the files that have been exported to Excel.

Each record from the Report Audit Trail grid, include information about the report name, the fields and parameters that are included in the report, the name of the employee who ran the report and on what date and time the report has been run.

Users can filter the Report Audit Trail grid by:

• Date using the Date From and Date To fields.
• Type using the Report Type field.

• Type of report: there is a column which displays the icon for each type of report:

Smart Report

Reporting

Export to Excel

• Report Name: displays the name of the report that has been run or the name of the file that was exported to Excel.
• Fields Selected: displays the fields that are included in the report or in the Excel file.
• Parameters Selected: displays the parameters that were selected in the report. If the Fields or Parameters Selected are too long to fit in the field, a tooltip that displays all the fields or parameters is displayed when the cursor is hovered over the Fields Selected or Parameters Selected field.
• Employee: displays the name of the employee who ran the report.
• Run Date: displays the date and the time when the report was run or when the file was exported to Excel.

The Report Audit Trail grid can be grouped and sorted by any field like the rest of the grids from CCH Central.

Report Deletion

Users can delete the items from the Report Audit Trail grid either manually or automatically at a given frequency.

To manually remove items from the Report Audit Trail grid:

1. Select the records that you want to delete from the Report Audit Trail grid.
2. Click on the Delete option from the Common section within the ribbon:

3. The Delete Report Audit Trail dialog is displayed:

4. Click Yes to remove the selected items from the Report Audit Trail grid.

 

All the records from the Report Audit Trail grid can be automatically deleted by setting the deleting options at the bottom of the screen:

The default deletion time is set at 11 PM.  If the practice wishes to amend the pre-determined deletion time, the administrator is required to edit the config file within the Central Service Hub folder.

To set the delete options:

• Auto Delete: Tick this option to enable the automated deletion of the Report Audit Trail items. When the Auto Delete is ticked, the Frequency and Date Next are enabled.
• Frequency: Set how often the CCH Central Service should remove the Report Audit Trail items.
• Date Next: Displays the date when the CCH Central Service will perform the next deletion. This field is automatically populated when a frequency is set and is calculated based on the day when the frequency was set and on the frequency value. For example, if the frequency is Monthly and the date when the frequency was set is 01.03.2018, then the Date Next is 01.04.2018. The Date Next is a mandatory field if Auto Delete is ticked and it can be amended.

   

The following message is received when users try to close the Report Audit Trail screen if Auto Delete option is ticked and the Date Next is blank: