How do I create an audit report for bank details?

Have more questions? Submit a request
Within Cintra iQ, you can create audit report field definitions, which allow you to select specific fields such as  Banking Details and report on the desired information. Once the definition is created, you can then apply it to an  Audit report so only specific information is generated. Thus allowing you to filter out unwanted details.


The Audit Report Field Definition functionality is only available to users with System Administration access.


To create the audit report field definition

  1. Navigate to the Audit Report Field Definition window. 
    Go to Cintra iQ: System Administrator> Audit> Audit Report Field Definition
  2. Click the New button. The Create Audit Report Field Definition window appears.                         
  3. Enter the title of the definition.
  4. Expand the Banking Details folder and double-click the desired field names. Note: When a field is selected, the x toggles to a check mark.                                                                                               
  5. Click the OK button to save. You are ready to create the Audit report.

To create the audit report

  1. Navigate to the Audit window.
    Go to Cintra iQ: Tools> Auditing                                                                                                         
  2. Enter the desired Date/Time RangeNote: The To date must be no more than 60 days from the From date.
  3. Select the users you wish to audit.
  4. Ensure that the Audit Report Fields option is selected.
  5. Select the desired field definition from the drop-down list.
    Note: All Fields is set as the default.                                                                                                     
  6. Click the Next button. The Employee Auditing window is displayed with the Bank Details.             
    Within the Employee Auditing window, you can perform the following:
      • View the data in the record by clicking on the desired entry.
      • Filter the data by clicking on the desired column header.
      • Change the Audit Range by entering the dates and clicking the Refresh button.
      • View the Audit Context by clicking on the Context Detail button.
      • Print the Employee Audit data by clicking on the Print button.


Articles in this section

Was this article helpful?
0 out of 0 found this helpful