Audit Reports

The Audit Report in IndusTrack provides a detailed log of deleted records across various modules. It helps you track changes and maintain accountability within your organization. This report shows:

• Deleted Jobs
• Deleted Invoices
• Deleted Estimates
• Deleted Purchase Orders
• Deleted Customer Address Book Entries
• Deleted Timesheets

For each deleted item, the report includes who deleted it and when the deletion occurred, allowing you to monitor user activity

Accessing Audit Reports

To open audit reports:

1. Click the Reports module on the top dashboard.
2. In the left panel, select Audit.
3. Choose a report from the dropdown:
   • Deleted Items
   • Deleted Timesheets

Deleted Items Report

Shows deleted jobs, estimates, invoices, customers, and purchase orders. It includes details on who deleted them and when.

Details Included:

• # – Unique ID (Job, Estimate, Invoice, Customer, or Purchase Order)
• Type – Item type (Job, Estimate, Invoice, Customer, or Purchase Order)
• Customer – Customer name
• Amount – Total value of the deleted item
• Deleted At – Date of deletion
• Deleted By – User who deleted the item
• View Details – Open detailed report for a job

How to Generate:

1. Go to Reports > Audit > Deleted Items.
2. Select item type and a date range or choose a preset period:
   Yesterday | Today | Last Week | This Week | Last Month | This Month
3. Click Get Report.
4. Click the “View” link in this column to open a detailed report for that specific job.

• Sort Data: Drag and drop column headers.
  • Click the Name column header.
    • 🔽 Arrow Down: Sorts A to Z
    • 🔼 Arrow Up: Sorts Z to A
• Filter Data: Click on the Filter icon and type what you only want to see on the report.

Actions Menu Options:

• Export to PDF/Excel
  • Click Export to Excel or Export to PDF to download the report.

• Configure Report Columns
  • Enable or disable columns as needed. (except for #, Type and View Details)
  • Unchecked columns will be removed from the report.
  • Click SAVE after making changes.

• Add to Favorites (Quick access to frequently used reports)
  • Save frequently used reports for quick access in the Favorites tab on the left panel.

Deleted Timesheets Report

The Deleted Timesheet Report in IndusTrack shows a record of all timesheet entries that have been removed from the system. This report includes important details such as:

• Employee Name
• Date and Time of the Deleted Entry
• Hours Logged
• Who deleted the entry
• When it was deleted

This report helps maintain transparency and ensures accountability by tracking all timesheet deletions, which is especially useful for audit and payroll verification purposes.

How to Generate:

1. Go to Reports > Audit > Deleted Timesheets.
2. Choose employee(s) and date range.
3. Click Get Report.
4. To download, click Actions > Export to PDF/Excel.