Data > Audit

As you work with Incent, the application records changes to various objects in the system. You can use the Audit area to download an audit of these changes as a Microsoft Excel (.xlsx) format file.

note: This feature requires the Data Tab > Audit privilege to be set in the Setup > Roles area.

Screen

Download Audit Data Screen

All Information

The following table describes the information you need to specify when downloading audit data:

InformationDescription
Date RangeThe date range within which the actions were completed.
Object TypesThe object types for which you want to download audit data.

How to…

Download Audit Data

1. Click the Data tab, then click Audit in the secondary menu. The Download Audit Data screen appears.

2. Select the date range within which the audited actions were completed using the From: and To: drop-down calendars.

You can specify a date range spanning up to three months.

3. Click the Object Types field and select the object types in the dialog that appears corresponding to the audit data that you want to download. Click the  button.

4. Click the  button. A dialog appears informing you that the download request is being processed and will appear in the Downloads area (accessible at the top of the screen).

Click the OK button to dismiss the confirmation dialog.

5. Click the  button. The Downloads dialog appears.

6. Download the corresponding audit file.

Audit files are identified with the Global Audit download type. The download file uses the ZIP (.zip) format that contains a file for each of the objects.

note: When downloading a Plan audit, plans deleted prior to August 24, 2018 do not appear in the audit report. Plans created prior to August 24, 2018 show the earliest modification date in the Date Modified field,  and “Xactly Admin” in the Modified By field.

User audit reports do not currently include the following information:

  • Login Profile
  • Temporary Lock Account

In addition, note the following about User audit reports:

  • Accessible business groups—Assigned business groups are included, but do not show the business groups that have been removed.
  • Accessible Applications—Includes the enable/disable of the Incent application only (not others).
  • Reset Password—Only the first occurrence of the password reset is captured in the audit.