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,
Vision displays the Activity dialog box so you can enter the activity information.
Vision then creates an activity for each
client included on the report.
|
| Start Date
|
Enter the starting date for the data to be included in the report, or click the calendar icon and select a date.
|
| End Date
|
Enter the ending date for the data to be included in the report, or click the calendar icon and select a date.
|
|
Vision User
|
To show audit information for one user, either enter the user ID, or click
 and select the user ID in the Lookup dialog box.
|
| Operation Type
|
By default, the report includes all record operations. To show audit information for one type of operation, select it from the drop-down list.
|