Innotas provides an audit history report to help project managers or administrators investigate certain aspects of a project, monitor values, provide audit trail reports to auditors, and quickly track when new items are added.
Note: Audit history reports can currently be run against the following entities: projects, issues, tasks, portfolios, and resources.
The report can be run by full users, and can return up to 50,000 records from up to 5000 entities. Only users with administrative privileges can view deleted fields.
Audit history reports can provide the following information for any field on an entity, for a maximum timeframe of 365 days:
the old value
the new value
the person who made the change
the type of change that was make (create, edit, delete)
the date/time the change was made
You can modify the report definition to restrict it to certain fields, users, and timeframe. You configure the audit runtime parameters on the Set Filters dialog when you run the report. As a result, audit history reports are not eligible for dashboards because they require this additional runtime configuration. Note that you can build filters for the current set of entities (for example, filter for open projects), but not the audit fields themselves.
Creating the Report
To create an audit history report, use the following report source - Target = Any project container (Organization, Enterprise, Department, Division, Program, Portfolio), Category = Project/Issue/Task/Portfolio/Resource.
The List report is the only available output type. You can configure the report with the fields shown in the screen:
The fields are defined as follows:
Action - Values are New, Modify, Delete. New means the field was just created. Modify means some kind of edit was made. Delete means the field was deleted.
Field - The name of the field the action was applied to.
Modified By - User that carried out the action on the field.
Modified Date - Date the field was modified.
New Value - Value of the field after modification.
Old Value - Value of the field before modification.
Project Title - Title of the project the field belongs to.
Note that when building/running an audit history report, any fields you include from Related folders will return current values.
The Set Filters dialog for the Audit History report provides a set of controls that help users fine-tune their reports. Each control is described below.
When you run the report, select an entity filter to narrow the output to the specific entities you are interested in. If you don't see the filter you need, click (manage filters) and create it. Note that filters do not apply to the audit fields themselves, but just the current set of entities (for example, you can filter on Open Projects, but not on project audit fields).
For example, you can configure the report to return data for projects with In Progress status.
Show Fields allows you to specify what fields you want to include in the report. By default, all fields on the selected project are returned. However, to produce a more useful/readable report, try to avoid running the report against all fields and instead include the specific fields you are interested in. Click the ellipsis to display the Select Fields dialog:
Select the fields you want by clicking the check box next to the field, then click Select. The Show Fields text box expands to display the selected field(s):
Select one or more actions (types of field changes) to report on:
New means the field was just created.
Modify means some kind of edit was made.
Delete means the field was deleted. Only users with administrative privileges can view deleted fields.
Period Filter (Audit Start Date, Previous)
Select the audit period start date; the default is Current Date.
The report can be run for a window of up to 365 days from the current date or a date specified by the user.
Modified By (resource filter)
You can apply a resource filter to limit the output to changes made by a specific user or set of users.
Example Audit History Report