DEAR provides two (2) predefined audit reports for easy tracking of changes made within the system, including any updates made using the DEAR API. These are:
Both reports are accessible from the DEAR Reports module.
In addition to these two reports, there are activity logs available at the module level. For example, any changes made to a Product's detailed information can be viewed from the Logs & Attributes tab under the Products page. This functionality is available within all DEAR modules. For more information, see Activity Logs in DEAR.
On both the Reports module and the individual module levels, the activities that users can see in the reports are only limited by their access permissions. For example, administrators have full access to the audit report – they can see the details of all actions performed by authorised users. On the other hand, non-administrative users can only see activities in the modules/categories to which they have access.
Users must have the Can see User Audit Report permissions set for them to access the Audit report and activity logs. For more information on giving access permissions to DEAR users, see Managing Users and Roles.
Note: The Audit Report will eventually be expanded to include the activities currently logged under the System Activity Report. When that time comes, the System Activity Report will be phased out.
The Audit Report
The Audit Report displays the details of all actions performed by each user in DEAR. In cases of updates to any information contained within DEAR, the old and new values are also reflected in the Audit Report.
By default, the activities in the Audit Report cover the last 30 days and are arranged chronologically from the latest to the oldest. To filter the report by a custom range of dates, select either a custom Start Date and End Date or a predefined reporting period from the top left of the page.
In addition, activities can be filtered according to a wide range of categories, e.g. Security, Sale, Purchase, Product, Product Family, Task Settings, Notifications, Users and Roles, and Reference Books, among others. To filter the report by category, select a category from the list.
Activities can also be filtered by user name. To filter the report by user name, select a user name from the list.
You can also search for any term in the report. To search for a term in the report, enter the term in the Search bar, then press Enter or click the Search button to the right.
The Audit Report can also be exported into a CSV document. To export the report, click Export, then CSV file.
The System Activity Report
The System Activity Report shows all changes made by authorised users to DEAR configuration settings. Configuration, integration and security-related changes are all recorded in the report. The screenshot below shows a sample activity report for a Xero-integrated organisation in DEAR.
Activity Logs in DEAR
All DEAR modules have Activity Logs that show a summary of the actions performed within these modules. In cases of updates to any information contained within DEAR, the old and new values are also reflected in the Activity Logs. The screenshot below shows a typical Activity Log in DEAR.