Client Audit General Tab

Use the General tab to select report options for the Client Audit report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report, Ajera CRM displays the Activity dialog box so you can enter the activity information. Ajera CRM then creates an activity for each client included on the report.
Start Date	Enter the start date for the data to be displayed on the report, or click and select the date.
End Date	Enter the end date for the data to be displayed on the report, or click and select the date.
Ajera CRM User	To show audit information for one Ajera CRM user, enter the user ID or click and select the user ID on the lookup.
Operation Type	By default, the report includes all record operations. To show audit information for a single type of operation, select it from the drop-down list.