How to Run Audit Trail Report in Sage 50


accounting advice2023/02/13 04:44
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Running an effective business is all about being able to track your progress and identify any potential problems. And when it comes to accounting, nothing is more important than having a clear audit trail. This guide will teach you how to run an audit trail report in Sage 50, an essential tool for keeping your business finances in order. From setting up reports to creating automated alerts, this guide has everything you need to keep your business running smoothly.


Running an audit trail report in Sage 50 can help you pinpoint and investigate any potential discrepancies or issues with your financial data. First, launch the auditing tool from the main menus. Then, select Reports -> Audit Trail Report from the menu bar. On the report screen, you will be able to specify which transactions to include in the report. Next, select the date range for which you want to generate reports. Finally, click on Start Report to begin generating your reports.


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Overview of Audit Trail Reports

Sage Accounting is a popular accounting software used for small to mid-size businesses. It has features such as report generation and formatting, as well as capabilities for financial analysis. Audit trail reports are an important tool for monitoring financial transactions, and can be useful in detecting financial irregularities or fraud.


To generate an audit trail report, first open the Reports menu option from the main toolbar and select Audit Trail Reports. The resulting report will display a list of all current transactions, along with information about each transaction, such as account number, date, time, and type of transaction. The report can be filtered by category (such as Accounts Receivable), company name (if applicable), or individual account number.

The audit trail report provides a detailed record of all financial transactions that have taken place during the specified period of time. This information can be helpful in detecting any irregularities or fraud related to the transactions. For example, if someone attempts to make a fraudulent purchase using an account that they do not have permission to use, the audit trail report may show that the purchase was made on a specific date and time.

Setting Up an Audit Trail Report in Sage 50

Running an audit trail report in Sage is a simple process that helps you track your business processes and identify any potential issues. The steps to running an audit trail report are as follows:

1. Launch the Sage 50 Audit Trail Report application.

2. Select the type of report you want to create.

3. Select the users or groups you wish to include in the report.

4. Specify the date range for the report.

5. Review the options available onscreen and click Next to continue.

6. Choose which data fields you would like included in your report and click Next.

7. Select how you would like the results displayed and click Finish to generate your report...

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Creating Reports from an Audit Trail

To run a report from an audit trail, follow these steps:

1. Access the Reports module in Sage.

2. Select the Audit Trail tab and select the desired report type from the list on the left.

3. Select the desired data source from the list on the right.

4. To create a new report, click on the New button in the toolbar at the top of the report window.

5. To modify an existing report, select it and click on Edit in the toolbar at the top of the report window.

6. To save your changes, click on File and then Save As... in the toolbar at the top of the report window.

Deleting Reports from an Audit Trail

Running an audit trail report in Sage gives you a snapshot of all the reports that were run on a given system during the audit. This can be useful for catching any errors or deviations from normal system operation.

To run an audit trail report in Sage, follow these steps:

1) Open your sage workspace and select Reports > Audit Trail Report.

2) In the Audit Trail Report window, select the appropriate date range and click on Run.

3) The audit trail report will display all the reports that were run during that time period. If there are any errors or discrepancies, they will be highlighted in red.

Reviewing and Modifying Audit Trail Reports

·         Audit trail reports can help you to understand and track the events that occurred in your organization. You can use these reports to find errors or abnormalities, and to understand why certain decisions were made.

·         To create an audit trail report, you first need to select the appropriate report type. You can create a basic report, which shows the dates and times of events, or you can create a more detailed report that includes information about users and system activities.

·         After you have selected the report type, you will need to specify the date range for which you want the report to be valid. You can also specify how long each event should be reported for.

·         You will then need to decide what information you want included in your report. The most common items are user names and passwords, system activity locations, and file entries.

·         Once you have created your report, you will need to save it into a file. You can either save it as a text file or as a PDF file.

When you need to run an audit trail report in Sage 50, you can use the Audit Trail command. This lets you track who accessed what files and when, as well as other important information.

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