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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Report for investment ...
Microsoft Dynamics CRM (Archived)

Report for investment audit

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Posted on by Community Member

What would be the simplest way to create a report for an investment audit that would report changes to show a snapshot of actions for a period of time?  

I just noticed the reporting module is not enabled, so the reporting wizard is not available.  Should I enable the report module and would the wizard be able to create this type of report?

I’m currently creating complicated views.  

Any information and assistance would be appreciated.

Thanks

Jarrod

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,032 Moderator on at

    Hi Jbzy3000,

    This article will teach you how to audit entity data changes. After auditing is enabled and data changes are made to the entities and attributes being audited, you can obtain the data change history and report based on it.

  • Community Member Profile Picture
    Community Member on at

    Thanks!!!

  • Community Member Profile Picture
    Community Member on at

    The audit report I want to create is a snapshot of what happened to a particular invest on a particular day.  What you pointed me to seems to be an audit of who made changes and what I’m looking for is what the actual changes are.  For instance investment one we want to know current balance current rate on a certain date.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,032 Moderator on at

    Hi Jarrod Brown,

    Did you read the section on auditing capabilities for Dynamics 365 (online)? It clearly mentions that record create, update, and delete operations can be audited. Auditing records what changes are made, when changes are made, and who made the changes.

  • Community Member Profile Picture
    Community Member on at

    Ok I will have to look at it more and try a couple of reports.  I’m helping my wife and we noticed tonight the report module wasn’t turned on.  The first step is to have her programmers enable reports.  I forwarded the website to her.  I took it as you said but she took it as a user audit seeing who made what changes.  But the attributes and records should be able to be created into a report showing the data they need.  

    Thanks again.  

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,032 Moderator on at

    Hi Jarrod Brown,

    No problem. I also recommend reading this article on auditing to increase your understanding of auditing even further.

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