Use the Customer Audit Report to track changes, deletions, and additions made to customer information in Customer Maintenance, including changes created on the fly and through Visual Integrator import. Changes tracked also include customer contacts, tax exemptions, bill to / sold to customers, credit card and ACH payment information, Paperless Office delivery options, customer pricing and alias items, and ship-to addresses. This report notes the date and time of the changes, and the user logon that made the changes.

When a customer is deleted in Customer Maintenance, the Customer Audit Report only tracks and prints the deleted customer record. For example, if customer ABC is deleted, the report notes the deletion but does not print all the deleted contacts, tax exemptions, or pricing for customer ABC.

Note Changes made to customer information in other tasks (such as the Delete and Change Customers utility or the Remove Temporary Customers utility) are not tracked on the Customer Audit Report.

All highly sensitive personally identifiable information (PII data) prints masked on the report, regardless of the user's security setup.

You can select to print all changes tracked or only specific changes. You can enter a selection of customers, user logons, and transaction dates. By entering these selections, you can obtain a report that allows you to identify pertinent information.

Click Purge to access the Purge Customer Audit Report utility to purge the Customer Audit file.

Note The Purge button is available only if the Customer Audit Report is accessed from the Accounts Receivable Reports menu.