Can you see when people log in and out of the system?

Megan Hennessy
Megan Hennessy
Ninth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

With remote working - our agency is wondering if we can see an audit trail of usage on employees?

Comments

  • Kim Szalkus
    Kim Szalkus
    Seventh Anniversary Kudos 2 Name Dropper Facilitator 1

    following

  • Angela Tuttle
    Angela Tuttle
    Ninth Anniversary Kudos 3 Name Dropper Participant

    In the FE Database View I created queries. For example I created a query show who added invoices. I added “Added by” to the Output tab along with other invoice details. The results can then be exported to excel. I am pretty sure you can add the date added to the query as well.

    In FE Journal Entry you can add “Added by” and “Last Changed By” to the columns by right clicking on the column header and choosing Columns. This list can be exported to Excel by right mouse clicking or by clicking on export and defining the criteria in parameter file.

    In FE NXT I use Analysis > Dashboards > Metrics and set the criteria as needed. I noticed there are problems with these printing correctly so instead you can download to Excel by clicking on the gear icon in the right hand corner.

    I have not found any premade reports that show all user activity.

    I have also set up similar queries in RE.

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