The audit report currently will display details of changes to Agent details. When changes have been made, it will display old value, new value, and when/who made the change.
The Audit Report currently has the following filters:
- Category (Agent Details, EOY 1099 Process)
- Agent ID (Agent ID or name can be entered and then the Agent selected)
- Audit Type
- Agents: Agent Details, Appointments, E&O Insurance, Licenses, Custom Settings, View Tax ID
- 1099: Status, Compensation, Primary Checkbox, Close Year
- Date Range (defaults to 3-month range)
Audit report with Agent details selected:
Audit report with EOY 1099 Process selected:
