This article shows how to build custom reports in PayHero to audit changes that have been made in your account. To learn more about building custom reports in general, check out our article: Insights Reports
The Audit Log table in Insights allows you to report on changes made throughout PayHero, to see when they were made and and who made them.
To create an audit report, navigate to Manage > Insights, and add a new Table report.
In the report settings, set the 'Table' dropdown to 'Audit Log' and add the columns you're interested in to the report.
When reporting on audit logs, we highly recommend including filters on the Audit Date and/or Record Type, as well as any other suitable filters to help restrict the amount of information returned.
To add filters, navigate to the Filters tab and select Add Filter:
To add an Audit Date filter: 1) choose the Range option, 2) set the Field to Audit Date 3) choose the date range you're interested in, and 4) click Save Filter.
To add a Record Type filter: 1) set the Field to Record Type, 2) set the Value to the type of record - for example, Employee - you're interested in 3) click Add Value to add the selected Record Type - you can add multiple if you wish - and 4) click Save Filter.
Click the refresh button to load your report and view your results.
Frequently Asked Questions
The information included in your report will depend on the type of record(s) you're auditing and the columns you include in your report. The available columns include:
Audit Date - The date the change occurred. This should be included in all audit reports.
Audit Day - The day of the week the change occurred.
Audit Month - The month the change occurred in.
Audit Time - The time the change occurred. This should usually be included in audit reports.
Audit Week - The week of the year the change occurred in. For example, will return '1' for the first week of January.
Audit Year - The year the change occurred in.
Field Name - The name of the field that was changed.
New Value - The value the field was changed to.
Old Value - The value the field was changed from.
Record Name - The name of the record that was updated (e.g. John Smith).
Record Type - The type of record that was updated (e.g. Employee).
Updated By - The name of the user who made the change.
The Updated By field shows who made a particular change, but there this field may appear empty if the update was generated by a system process, rather than a person. There are also some records from 2021 that weren't capturing this information.
Audit logs are available for changes made since 12th June 2021.
The Audit Log contains a very high volume of data, especially for companies with a lot of employees, or who've been using PayHero for a long time. If you try to create an audit report which would contain more than 5000 results, PayHero will only return 5000 of these and you'll see the following warning.
You can restrict the number of results that are returned by adding extra filters. For example, try adding a date range, a particular Record Type that you're interested in, and/or a specific Field Name you'd like to check changes for.
If you've already added all the filters you can and there are still more than 5000 results, try auditing smaller date ranges - for example, a month at a time.
The Audit Log contains a very high volume of data, especially for companies with a lot of employees, or who've been using PayHero for a long time. The more changes that have been made in your account, the longer it will take PayHero to work through these changes to return the values you're interested in.
You can speed up this process by adding extra filters so that a smaller sub-set of results are returned. For example, try adding a date range and a particular Record Type that you're interested in.