Audit reports

You can make changes to editable fields in the workpaper. The Audits Reports page lets you run reports of any changes that were made to workpapers for your reporting entities.
  1. Select
    Reports
    , then
    Audit Reports
    from the navigation bar.
  2. Select a report.
  3. You can select the
    Show only updated benefit workpapers
    to include only reports for workpapers that have had changes.
  4. Select the
    Run Selected Report
    button on the toolbar.
    tip
    You can select the
    Preview Selected Report
    button to preview the report before you run it.
  5. Use the dropdown to select the reporting entity or reporting group.
  6. On the pop-up window, select an export type. The report can be saved as a PDF file or Excel spreadsheet.