How to Create an Audit Report
In Development Manager, any change a user makes to a batch, contribution, and pledge record is subject to the audit process. The audit report allows organization administrators to view and monitor all such changes.
For descriptions of options used to set up an Audit report, go to Audit Report Setup Options.
- On the Home page in the Reports group, select Diocese to open the Diocese Reports page.
- In the Select a Report dropdown list, select the Audit Reports option.
- Set up the report by selecting settings for these options:
- Order By
- Start Date
- End Date
- Specify which funds to include in the report. Select one of the following options:
- Select All Funds
- Choose Funds Individually
- 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 CSV 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 CSV version and is a more suitable option when you need a document that is easily read.
- Follow your browser's instructions for opening the downloaded report.