Audit Trail Reports

Workflow provides the ability to generate reports based on your audit trail and electronic signature data.

Note: You must have the Proficy Reporting Database installed and running in order to generate audit trail and electronic signature reports. For more information, see Reporting Database and Reporting.

Audit trail and electronic signature reporting uses the reporting database, not the production database. That is, in order for a record to appear in an audit trail report, the reporting database must have been synchronized with the production database since the record was logged. For information on synchronizing the reporting and production databases, see Default Reporting Schedule Editor.

Reports are generated using SQL Server Reporting Services (SSRS) and are available via a web page hosted by Internet Information Services (IIS). Reports can also be hosted in the Proficy Client by creating a user display that is a web page. For more information, see User Displays.

All reports are sorted chronologically and have the ability to filter over a start and end date range. You can perform additional filtering to streamline your reports. For example, you can filter by audit type, audit topic, location, or user name.

You can export generated reports into various file formats. These file formats include:

XML
CSV
TIFF
PDF
Web archive
Excel

Note: When you export a report, only the Web archive and Excel formats maintain the hyperlink(s) to the other reports. Access to the reporting server is needed to link to other reports.

Report Types

Audit Trail Report

The audit report contains audit information and a link to electronic signature data, if an action is related to a signature. You can use any combination of the query fields to filter the report data.

The audit trail report includes the following information:

Column	Description
Record Start Date	Filter by the earliest date for collection of report information.
Record End Date	Filter by the latest date for collection of report information.
Audit Type	Filter reports by report type.
Audit Topic	Filter reports by the topic name.
Record Time	Filter by the time the record of the action was created.
Message	Filter by the message on the recorded actions. You can filter reports by searching for message contents. Wildcard searches using the % character are supported.
Location	Filter by the name of the Client computer that generated the report content. Wildcard searches using the % character are supported.
Context Time	The time the recorded actions occurred. This is recorded only when there is a difference from the Record Time. Wildcard searches using the % character are supported.
Username	Filter by the user name of the performer for the recorded actions. Wildcard searches using the % character are supported.
Context	Additional context added to the audit record. Wildcard searches using the % character are supported.

Electronic Signature Report

The electronic signature report contains information on the action performer and verifier (if there is a verifier).

Column	Description
Start Date	Filter by the earliest date for collection of report information.
End Date	Filter by the latest date for collection of report information.
Status	Filter by the status of the electronic signing: successful/completed failed cancelled awaiting performer awaiting verifier Note: To filter by awaiting performer and awaiting verifier statuses, search for not successful, not cancelled, and not failed status reports.
Is Successful	Filter by successful or not successful.
Is Cancelled	Filter by cancelled or not cancelled.
Is Failed	Filter by failed or not failed.
Performer Group	Filter by the personnel group of the performer.
Verifier Group	Filter by the personnel group of the verifier.
Performer Username	Filter by the user name of the performer.
Verifier Username	Filter by the user name of the verifier.
Performer Full Name	Filter by the full name of the performer.
Verifier Full Name	Filter by the full name of the verifier.
Performer Comment	Filter by the comment content of the performer.
Verifier Comment	Filter by the comment content of the verifier.
Performer Signing Time	Filter by the performer's signing time.
Verifier Signing Time	Filter by the verifier's signing time.

Sample Reports

The sample reports are found under your Workflow installation folder: ../Proficy/Proficy Platform Reporting/Sample Reports/SOAAuditingReports.

The sample reports must be loaded into the reporting database to be accessed.

Report	Description
ErrorDetails.rdl	Provides execution errors if the data synchronization fails.
ExecutionDetails.rdl	Provides execution detail of each data synchronization, including package execution result, quantity synchronized, and so on.
ExecutionHistory.rdl	Provides the history of the data synchronization.
SOAAuditingReports.rptproj	The reporting project file.
SOAReportingDB.rds	The reporting data source configuration.