The Audit Trail report shows all information about transactions: when the transactions were added, edited, or deleted. You can access the report at Financial → Financial Reports → Audit Trail:



It shows the following information:

  • Type of Record — action type: addition, deletion, or transaction change
  • Record Date — the date of the changes 
  • User — the name of the user who performed the changes
  • Period State — Pending Period state at the moment of performing changes
  • Student — the student that the transaction belongs to
  • Groups — the student’s groups
  • Transaction:
    • Date — the transaction date
    • Type — the transaction type
    • Description — the transaction name 
    • Ref. # — the transaction reference number
    • Amount — the transaction amount

The Actions drop-down menu in a corresponding row can be used to go to the student’s A/R Card and transaction details page:



You can search the needed groups, students, or periods using filters on the Search & Order panel and Presets. The report results can be exported to CSV using the corresponding item in the Actions drop-down menu: