This Help page covers both versions of the transaction log. The Person Transaction Log displays activity for the selected Person. The Sponsor Person Transaction Log displays activity across the Sponsor's people and provides additional Sponsor-level display options.
Note: The individual transactions that create a new Person, including the initial Reported Amounts, benefit payments, and Historical Dates, are not recorded separately. Transaction history begins after the Person is first saved.
Items on both screens
Recorded Transactions: list showing each database transaction.
Transaction Dates: used to filter items to display in the transactions list based on start and end date.
User ID: use this dropdown to only show changes made by a particular user.
Entry Type: use this dropdown to limit items shown based on how they were added or changed (imported, manually added, edited through the portal, etc.).
Excel: creates an Excel spreadsheet with the information from the Recorded Transactions list.
Person Transaction Log only
Transaction Types: use these check boxes to display only selected types of Person transactions, such as Basic Information, addresses, names, Reported Amounts, benefit payments, notes, or archived documents.
All / None: selects or clears all Transaction Types check boxes. The button label changes to show the action currently available.
Sponsor Person Transaction Log only
Data Items: select the specific Person data item for which transactions will be displayed.
Display detail by person: switch between a summary of Person Add, Change, and Delete transactions for the Sponsor and the detailed transactions for individual people.
