User Audit Trail Reports
User Audit Trail reports provide information about user activity in a site. You can view this information two different ways:
To access User Audit Trail reports in a summary view:
Click User Audit Trail in the Reports menu.
The User Audit Trail Report page opens to the Summary tab page, which is defaulted to the current date’s information, and the Date Range fields are automatically populated with today’s date. The Summary page lists information about user activity in the site. By default all Roles and Users are selected, but you can narrow your report as needed. The information in the report includes:
User Name: User name assigned to the user in the system
First Name: First name of user
Last Name: Last name of user
Login: Number of times the user logged in to the site
Views: Number of times a user viewed (opened) documents
Searches: Sum of searches a user has run
Updates: Number of times a user updated and saved documents
Redactions: Number of redactions a user performed
Delete Redactions: Number of redactions a user deleted
Foldering: Sum of the number of times a user foldered documents in bulk, foldered a single document and batched documents to folders
Bulk Updates: Number of times a user carried out bulk updates using the Bulk Update Wizard
Uploads: Number of PDF replacements performed by the user
Batch Prints: Number of times a user batched documents into a printable PDF or a zipped file using the Batch Print Wizard
If you’d like to change the dates of your report (creating a different time range for your report), type into the fields using the International Standard Date format YYYY-MM-DD; you can also use the calendar to populate the field.
When using the calendar, use the menus to select the Date and Year, and then click the day in the calendar. Your chosen date is placed in the Date field. Change the To Date field in the same way.
You can limit the Summary page to view selected actions performed by specific Roles and Users. Clear the checkboxes at Roles to remove them, but at least one Role must be selected.
You can also limit the information to specific users. The system refreshes automatically to display the new grid of information based upon your selections. Use the Clear links to clear all checkboxes. If you’d like to quickly set the filters back to today’s date and all users, click Reset.
Use the scroll bar at the bottom of the table to see all the columns.
Click Hide Filters at the top of the page to maximize the grid.
By default, the information in the grid is sorted by User Name in ascending order (denoted by the up triangle).
To sort by another column, click the header. Clicking again will change the order from ascending to descending. Navigation buttons at the bottom of the table allow you to change the grid page displayed.
The Detail view provides a breakdown of specific user actions.
Click the Details tab.
The Date Range, along with the Roles and Users, are still available to filter your results, but you can use the User Actions hierarchy to report on granular levels of user activities.
The information in the report includes:
Date and Time: Date and time the action was taken
User Name: User name assigned to the user in the system
First Name: First name of user
Last Name: Last name of user
Action: Action performed by the user
Doc ID: Unique document identification number assigned by Catalyst
Time Spent: Total time the user spent performing the action down to the second
Description: A system description of the action
Audit ID: Unique auditing identifier assigned by Catalyst
Scroll down to the User Actions section. Use the checkboxes or expand the category structure to select specific actions on which to report.
The category represents the area of the site where the action took place; for example, Bulk Actions are activities performed from the Results page.
The system refreshes the report automatically as you clear and select checkboxes.
Click Hide Filters to display more of the report on your screen. Use the navigation controls to change report pages.
To return to the default of today’s date with all Users, Roles, and User Actions selected, click Reset at the bottom of the Filters panel.
By default, the information in the grid is sorted by User Name in descending order (denoted by the down triangle).
To sort by another column click the header. Clicking again will change the order from ascending to descending (up triangle). Navigation buttons at the bottom of the table allow you to change the grid page displayed.