User Actions Report

The User Actions Report summarizes system users' actions based on the type of audit object, such as Action Office, File Cabinet Drawer, Fee Items, etc.

Steps to Generate a User Actions Report

Click Reports > Custom> User Actions Report. The Load Criteria window displays as shown below.
To select saved report criteria, click the Select Saved Report Criteria drop-down menu, select a Saved Report Criteria from the list, and then click Generate. To create a new report, skip this step and proceed to step 3.
Click Next. The User Actions window displays as shown below.
Configure the fields described below per your agency's requirements.
Click Generate. The User Actions Report (also called Audit Report) displays as shown below.

Field	Description
Report Header Display Options
Display on 1st page	If selected, the report header appears only on the first page of the User Actions Report output.
Display on all pages	If selected, the report header appears on each page of the User Actions Report output.
Do not display on any pages	If selected, the report header will not appear on the User Actions Report output.
Filter By
Request #	Enter a Request # if you'd like a report of actions taken on a single request.
Select Audit Object(s)	Allows you to select which audit objects to include in the report.
Select User	Allows you to select one or more users to include in the User Actions Report. You can search for users by First Name, Last Name, Email, Login, Action Office, and Group.
Actions Performed
Between the Dates	Allows you to select a specific date range to determine the audited time period included in the report.
For the Month	Allows you to select a specific month and year to determine the audited time period.
For the Year	Allows you to select a specific year (Calendar or Fiscal) to determine the audited time period.
Year to Date	Allows you to select a specific year, from January 1 through the date the report is run, to determine the audited time period.
Selected Actions
Selected Actions	Allows you to select which actions will be included in the report. (!!) Note: One or more actions must be moved from the Selected Actions box on the left to the Selected Actions box on the right to generate a report. Click one or more Selected Actions in the box on the left, and then use the arrow keys located between the boxes to move the Selected Actions to the box on the right, or back to the box on the left.

For information about sending your report to a specific device or person, click Printing, Exporting, and Emailing Reports.

Schedule a User Actions Report

After the report criteria is saved, you have the option to run the saved report at regular intervals using the Report Scheduler. Follow the steps below to schedule a User Actions Report.

NOTE: Report criteria must be saved before a report can be scheduled.

Select Reports > Custom Reports > User Actions Report. The User Actions screen appears as shown below.
Click Report Scheduler. The Schedules list appears as shown below, which lists all existing scheduled reports for this type. You can select an existing scheduled report and click Edit to view the details, or click New to create a new scheduled report. For this example, we'll click New:
The scheduler interface opens to the Job Details tab. Here you'll determine the basic details for the scheduled report. First, enter a Job Name in the field provided. This will help identify the report under the Schedules list.
Under the Select Search Criteria drop-down, select the correct saved report criteria for this User Actions Report.
Use the Start Date/Time field to determine the date and time when this report will first be run.
Use the Repeat for Every fields to determine the frequency for running this report. Provide a number in the free text field, and select a frequency from the drop-down list.
Next, select the Recipients Information tab. Here you'll configure the recipient and accompanying message for the scheduled report.
Use the To field to add recipients for the scheduled report.
Enter a Subject in the field provided.
Enter an Attachment Name. This is the name of the generated report file attached to the email. Be sure to use the Attachment Type drop-down to determine the desired output for the report.
You can include additional information in the message field as needed.
When the scheduled report is configured, click Save to save the configuration.
The report will run at the first scheduled instance, and again at the determined intervals. You can edit these details by selecting the Report Scheduler option under Reports > Custom Reports > User Actions Report.