History of operations

Interface for a detailed history of all transactions and issued documents performed by users of the system. Used to reference which user entered, edited, deleted, or canceled which document, when, and what. It consists of Heather (1), Filter (2) and Score (3):

Header (1)

In the Header (1) is the name of the report and a button to hide/show the filter.

Filter (2)

Filter (2) controls the data in Result (3) and you have the following options to filter the data:

Filter	Description
Period	Choose from a drop-down menu for which period to display your transactions. Works by creation date of operation. The possible options are: – Today – Yesterday – The last 7 days – Last 30 days – The last 365 days – Current month – Previous month – Current quarter – Previous quarter – Current year – Previous year – To date – shows all offers to date, from the first offer entered into the system, regardless of date.
From date – to date	Filter by specific dates or period to display your transactions.
Document type	Filter by type of document created.
Employee	Filter by employee who performed the transactions.
Of type	Filter by “by type” of document object- could be from a warehouse/contractor/company, etc.
To type	Filter by “by type” of document object- could be from warehouse/contractor/company etc.

Result (3)

The result (3) is a list of tasks based on the criteria you specified in Filter (2), with the following columns:

Column	Description
Date	System task ID.
Event	Displays what has happened to the document-creation, editing, cancellation, deletion.
Author	Indicates which user performed the action on the document.
Document type	Displays the document type.
Document	Displays the document number.
Date	Shows date of document
From	Indicates which object the document is from.
To	Indicates to which object the document is.
Currency	Displays the currency of the document.
Sum	Displays document amount.
	Opens a document file.