How to Create an Audit Report
In Offering, any change a user makes to a batch, contribution, and pledge record is subject to the audit process. The audit report allows you to generate a report that lets you view and monitor all such changes.
To access the Audit Reports page, you must either have Organization Admin access rights tied to your login or Offering > Print permissions. If you do not have Offering > Print permissions, the Reports option is not visible in Offering menu in the navigation bar.
Access rights and permissions are granted to individual users in their staff records, accessed through the Manage Staff page in the Administration module. You must have Organization Admin rights to view Manage Staff page and assign permissions. For details, see the online Help for the ParishSOFT Administration module.
- On the Offering page in the Reports group, select Audit to open the Audit Reports page.
- Set up the report. For descriptions of the options used to set up an Audit report, go to Setup Options for the Audit Report.
- In the upper-right corner, click this button to generate the report:
. From the menu, select the report format:
- Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in an .xls layout. The Excel version is the option to choose if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel.
- PDF: the PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the Excel version and is a more suitable option when you need a report that is easily read.
- After you submit a report for processing, the system estimates the time it takes to generate the report. For information on how the system handles report processing, go to How the System Handles Long-Running Reports.
- Follow your browser's instructions for opening the downloaded report.
Related Topics
How the System Handles Long-Running Reports