Audit Trails: Discounts Applied Report

The Discounts Applied audit trail report provides a history of all discounts applied in the specified time period. 

In order for the audit trail to record who made the changes, the System Security Level must be set to Personal access. If setting is on Common Access, the report will include computer name where the discount was created.

Run the Report

1. Go to Location Setup > Security tab

2. Record menu > Audit Trails > Discounts Applied

   1. Location: Select the practice location name (if applicable)

   2. Date: Select the period to base the report on or the from - to dates

   3. Category: Choose from options > All, Providers or Staff 

   4. Staff Members: Select an individual person from the drop list or <All>

   5. Date of Invoice: Select this radio button to list in invoice date order

   6. Date of Discount: Select this radio button to list in discount date order

   7. Show deleted Users: Tick box to show/include any deleted users on the report

   8. Click OK
      
      

Report Details