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Audit Trail Report

The Audit Trail Report displays counted inventory items by location for the selected audit period, including quantities, costs, user activity, and count timestamps. It is used to review stock counts, verify audits, and track counting activity

Written by Bernard Treacy

Steps:

1. Select “Reports”

2. Select “Audit Trail Report”

3. Select the relevant “Period”

4. Select the relevant “Location” or choose “All”

5. Review the report data:

- Product Name

- Unit Cost

- Pack Size

- Total Quantity

- Total Cost

- Counted By

- Date and Time Counted

6. Review grouped Location Totals

7. Use:

- Export to PDF to download a PDF version of the report

- Export to Excel to download the report in Excel format

Note:

• Products are grouped by location to provide a detailed audit history for each storage or operational area.

• The “Counted By” column identifies the user who entered or updated the inventory

count.

• The Date column records the exact date and time the count was submitted.

• Location Totals summarise the total quantity and valuation counted within each

location.

• This report can be used to investigate counting discrepancies, verify stock activity, and review audit completion history

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