1. Go to Reports.
2. Choose Audit Trail.
3. Select the time period you want using the drop-down list.
4. If you select Customer, use the From and To boxes to enter the required date range.
5. then select Calculate.
    TIP: Select Calculate every time you change any filter.
6. Choose the Summary or Detailed view.
   • Summary - shows the transaction total
   • Detailed - shows the ledger accounts, and the debits and credits

Filter the list by transaction type

To show specific transaction types:

1. Select More.
2. From the Transaction Type drop list, choose the relevant type.
3. Select Calculate.

Filter the list to exclude deleted transactions

Deleted transactions are automatically included and show with a line through them. To exclude these or view deleted transactions only:

1. Select More.
2. From the Status drop list, choose to exclude deleted transactions or deleted only.
3. Select Calculate.

Export the report

1. Run the audit trail report to show the transactions you want. 
2. Select Export.
3. Choose CSV or PDF.
4. When ready, the report will show in notifications on the top bar.

• Pop-ups blocked when printing
• Exporting Data Overview