Audit Reports

Audit reports enable you to view, filter, and export your audit information. You can create reports to analyze audit data, view the information as a chart, filter it to include only the information relevant to you, and export the data for use in spreadsheet programs such as Microsoft Excel. You can also save reports for future use.

 

To create or run an audit report, click the app picker in the upper right corner of your repository and select Audit Reports. From the starting page, you can create, run, share, rename, or delete an audit report.

Security: To create or run an audit report, a user must have been granted Audit Reporting in Account Administration. See Getting Started with Laserfiche Account Administration for more information.

Creating an Audit Report

An audit report is a customizable list of events that have been audited in Laserfiche, as well as information about those events. You can choose which events to include in your report and filter the report in a number of ways, including by time and by user.

To create an audit report

1. If you are not already in the audit reporting section of Laserfiche, click the app picker in the upper right corner and select Audit Reports.
2. In the Available Sources drop-down at the top, choose Repository to audit on repository access. To access reports on Direct Share events, select General from this drop-down.
3. Click New report.
4. Under Report Filters on the left, you can choose to run a previously saved report, define a date range to run a report on, add users to be included in the report, define an entry ID to see all actions performed on a specific entry, and choose specific event types to run a report on.

   Saved Reports: Select a previously saved report from the drop-down menu.

   Date Range: Select Custom to define a custom date range, Beginning to select a beginning date, Ending to select an end date, or Relative date range to define a number of days relative to today. For example, entering 2 into the Last __ days box will run a report on actions that took place 2 days before today.

   User: Type a user name to run a report on actions performed by that user. More than one user can be added.

   Entry ID: Enter a specific entry ID to run a report on actions performed on a specific entry.

   Event Types: Click Add to add event types to run a report on.

5. In the Add Event Type dialog box, select the events to include in your report. You can select an entire event class or expand an event class and select specific events in it. See Audit Events for a description of every event included in each event type. Selecting an event or event type from the Available column will add it to the Selected column. You can search for specific events in the Search event types box in the Available column. Click Select all next to Available to audit every action in the repository. Click Remove all next to Selected to remove all actions from the report. When finished, click Add.
6. Click Apply to run the report with the defined filters. You can also click Save to save this report for later use or click Reset to reset the report filters to default.
7. You can further filter results by adding and removing columns. Click the Change column display button at the top right to add or remove columns.
8. In the Configure Column Display dialog box, columns you can add are under Hidden columns. Columns currently displayed are under Visible columns.
9. To search for a specific column, type the column name in the Search columns box. Double-click a column in the Hidden columns section to add it to the columns displayed. You can choose from general columns like Session ID, change columns such as Field name (Before) and Field name (After), resource columns such as Full path, Name, Type, etc.
10. Once you've customized the column display, click OK. Additionally, some columns can be filtered further by clicking the filter button next to the columns. For example, clicking the User filter button lets you define the specific user you want to view actions on. To remove a filter, click the X next to it, or to remove all filters, click the Reset button next to Column Filters at the top of the page. Some columns allow filtering by right-clicking a cell. For example, right-clicking an Event time cell and selecting On date [mm/dd/yyyy] will filter by the date selected.
11. You can also change your time zone, refresh, and print the report using the options at the top of the page.

Running an Audit Report

Once you have created and saved an audit report, you can view it at any point from the main Audit Reports page.

 To view an audit report

1. If you are not already in the audit reporting section of Laserfiche, click your user name in the upper right corner and select Audit Reports.
2. Click on the report you want to open.
3. By default, the data in the report is displayed as a table. You can view the table as a graph by selecting Line graph or Bar graph in the Change View drop-down menu at the top of the page. Once you choose a graph, select what you want the x-axis to represent by selecting a dimension from the Dimension drop-down menu at the top of the page.
4. You can modify your report definition under Report Filters on the left. You can change the event types included in the report, and add, remove, or modify other filters. For more information, see Creating a Report, above.