Friday, January 18, 2019

Check Audit Trail of an Account in Adaptive Insights

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

While logged in in Adaptive Planning:

1. Navigate to Reports tab.
2. Click on New Report button at the upper right-hand corner of the Reports screen.
3. Click Switch To Advanced Search link at the upper right-hand corner.
4. On the Levels section, click Select All button.
5. On the Accounts section, search for the account in question and select the account from the options underneath.
6. On the Months section, specify a period.
7. On the Time of Change section, specify a time range.
8. Click Search Audit Trail button.

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