Audit changes in financial reporting
Financial reporting helps you gather insights into the financial data in your chart of accounts (COA). This article explains ways to monitor changes to your financial report definitions, and how to control access to financial reports.
Set up the change log for financial report definitions
The Change Log captures changes people make to the definitions for financial reports. For example, you can find out what changed, who changed it, and when the change was made.
To use the Change Log for financial reporting, you must specify the tables you want it to monitor. The following table lists the tables and their IDs.
| Table | Table ID |
|---|---|
| Report Definition | 88 |
| Row Definition | 84 |
| Column Definition | 333 |
To learn more about the Change Log, go to Log changes.
Get notified when financial report definitions change
To add an extra layer of security around your financial report definitions, you can monitor changes to their fields and get an email when someone changes a value. To learn more, go to Monitor sensitive fields.
Analyze changes to financial report definitions
You can use the Data Analysis feature to answer questions such as:
- Which definition changed?
- Who changed it, and when?
To learn more, go to Analyze data in the Change Log.
Permissions to view or edit financial reports
The following table lists the permission sets that control whether you can view or edit financial reports and their report definitions.
| Access | Permission set |
|---|---|
| View financial reports. | Account Schedules - View |
| Edit financial report definitions, including row and column definitions. | Account Schedules - Edit |
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