Here is a clarification about the ability to track user operations, as the User Operations Report enables tracking of all operations performed by users in the system, which helps identify who created, deleted, or modified the data.
First: Accessing the Report
- From the main menu, click on Reports
- Go to the Other Reports tab
- Select User Operations Report
Second: Report Access Permission
Not all users can access this report; it requires specific permission. To grant or review the permission:
- Go to Settings ← Users
- Click on Manage Positions from the top options
- Click Edit next to the required position
- Enable the User Operations Report option
Third: Available Search Filters
You can search the report using the following filters:
Document: To specify the document type you want to review, and includes all types of documents in the system such as invoices, journal entries, attachments, inventory, payroll, and others. (Attachments, Allowance, Product Category, Comment, Contact, Billing Address, Shipping Address, Custom Fields, Custom Field User, Discount, Simple Entry, Employee, Employee Document, Locations, Inventory Adjustment, Advance, Manual Entry, Payroll, Salary Slip, Permissions, Products and Costs, Expenses, Raw Material, Service, Bundle Product, Unit of Measurement, Project, Document, Salary, Schedule, Payroll Settings, Shift, Task, Tax, End of Service Gratuity, Positions, Manage Positions, General Settings, Users, Inventory Count, Inventory Transfer, Sales Invoice, Purchase Invoice, Credit Note, Debit Note, Quotation, Purchase Order, Fixed Asset, Recorded Depreciation, Allocation, Entry, Simple Invoices).
User: To specify a particular user from the list of users added in the organization, and you can select one user at a time.
Operation: To filter results by operation type, which are create, modify, or delete.
Date Range: To specify the date range from and to.
After adjusting the filters, select the number of operations you want to display on the page, then click Search.
Fourth: Report Results
Results are displayed as a list, with each record containing: Date, User Name, Document Type, Operation Type (Create / Modify / Delete), and a View Details icon.
Fifth: Operation Details
When clicking the View Details icon, a window appears showing the old value and new value for each affected field. Below is a breakdown of what appears for each document based on the operation type:
Details of Operations on Attachments
On creation: User, Attached Item Type, File Name, Content Type, File Size, Update Date, and File ID.
On modification: Only the changed field is shown, such as File Name with the old and new values.
On deletion: User, Related Item, Item Type, File Name, Content Type, Size, Date, and ID.
Details of Operations on Contacts (Customers and Suppliers)
On creation: Contact Name, Type (Customer/Supplier), Email, Status, Tax Number, Contact Code, Serial Number, and the user who created it.
On modification: Only the modified field is shown with its old and new values, such as Phone Number.
On deletion: Name, Type, Status, Code, and Serial Number.
Details of Operations on Billing Address
On creation: Related Contact and Billing Country.
On modification: Only the modified field is shown, such as Building Number, City, or State.
On deletion: Contact, Address, City, and Region.
Details of Operations on Shipping Address
On creation: Related Contact and Shipping Country.
On modification: Only the modified field is shown, such as Shipping Address with the old and new values.
On deletion: Related Contact only.
Details of Operations on Custom Fields
On creation: The Document the Field was added to, Field Name, and Type (Text, Boolean, etc.).
On modification: Field Name with the old and new values.
On deletion: Related Document, Field Name, and Type.
Details of Operations on Custom Field User
On creation: Custom Field ID, Related Record Number, and Module Name (such as ManualJournalEntry or DebitNotes).
On modification: Only the new value is shown.
On deletion: Field ID, Record Number, and Module Name.
Details of Operations on Product Category
On creation: Category Name, Description, and Level.
Details of Operations on Allowance
On creation: Employee, Date, Amount, Type, Reference Number, and Status.
On modification: Only the modified field is shown, such as changing the status from one value to another.
On deletion: Employee, Date, Amount, Type, Processor, Processing Date, Reference Number, and Status.
Details of Operations on Discount
On creation: Employee, Date, Amount, Type, Reference Number, and Status.
On modification: Only the modified field is shown, such as Processing Date with the old and new values.
Details of Operations on Simple Entry
On creation: Credit Account, Debit Account, Date, Amount, Description, and Entry Type.
On modification: Only the modified field is shown, such as Entry Number.
On deletion: Credit Account, Debit Account, Entry Number, Date, Amount, Description, and Entry Type.
Details of Operations on Comment
On creation and deletion: Comment Content, Related Item, Type, and Consolidation ID.
Details of Operations on Employee
On creation: First and Last Name in Arabic and English, Joining Date, Employment Type, Schedule, Nationality, Date of Birth, Marital Status, Country of Residence, and Status.
On modification: Only the modified field is shown with the old and new values, such as changing the status from terminated to active.
Details of Operations on Employee Document
On creation: Employee, Reference Number, Account, Description, Date, Amount, and Type.
On deletion: Same fields are shown: Employee, Reference Number, Account, Date, Amount, and Type.
Details of Operations on Locations
On creation: Related Account Number, Name, Address, Name in Arabic, and Time Zone.
On modification: Only the modified field is shown, such as changing the Account Number with the old and new values.
On deletion: Account Number, Name, Address, Name in Arabic, and Time Zone.
Details of Operations on Inventory Adjustment
On creation: Warehouse, Product, Adjustment Quantity, Price, Description, Commercial Document Type, Commercial Document Number, Date, and Product Inventory.
On deletion: Same fields are shown with the addition of External Line Number, while the Description field is absent.
Details of Operations on Advance
On creation: Employee, Type, Description, Date, Amount, Status, Reference Number, and Account.
On modification: Only the modified field is shown, such as changing the status with the old and new values.
On deletion: Same fields as creation are shown in full: Employee, Type, Description, Date, Amount, Status, Reference Number, and Account.
Details of Operations on Manual Entry
On creation: Description, Entry Date, and Type.
On modification: Only the new Entry Number is shown.
On deletion: Description, Entry Date, Debit Amount, Credit Amount, Entry Number, and Type.
Details of Operations on Salary Slip
On creation: Employee only.
On modification: Total Paid, Total Earnings, and Total Deductions with their new values.
On deletion: Employee, Related Payroll, Total Paid, Total Deductions, and Total Earnings.
Details of Operations on Products and Costs
On creation: Name, Track Quantity, Product Unit Type, Category, SKU Code, Purchase Price, Selling Price, Cost of Goods Sold Account, Sales Account, Average Price, Tax, Is Purchase Item, Is Sales Item, Name in English, and Last Inventory Modification Date.
On modification: Only the fields that changed are shown with their old and new values, such as changing the Purchase Item status from false to true with the Purchase Price and related Account.
On deletion: Same fields as creation are shown in full.
Details of Operations on Project
On creation: Reference Number, Name, Status, and the user who created it.
On modification: Only the modified field is shown, such as changing the status from Close to Open, or changing the Archive Date.
On deletion: Reference Number, Name, Due Date, Status, Is Private, Archive Date, and the Creating User.
Details of Operations on Document
On creation: Contact, Reference Number, Account, Date, Amount, Type, Unique ID (UUID), and Related Inventory.
On modification: Only the modified field is shown, such as changing the Amount with the old and new values.
On deletion: Same fields as creation are shown: Contact, Reference Number, Account, Date, Amount, Type, UUID, and Inventory.
Details of Operations on Sales Invoice
On creation: Contact, Reference Number, Status, Total Amount, Issue Date, Due Date, Delivery Date, Unique ID, CD Discount, Foreign Currency Exchange Rate, Contact Data Snapshot, Is Processable, and POS Session if available.
On modification: Only the modified field is shown, such as changing the Remaining Amount.
On deletion: Same fields as creation are shown in full with the addition of Deletion Date.
Details of Operations on Purchase Invoice
On creation: Contact, Reference Number, Status, Remaining Amount, Total Amount, Issue Date, Due Date, Delivery Date, Unique ID, Inclusive CD Discount, CD Discount, Foreign Currency Exchange Rate, Is Processable, Creator, and Approval Date.
On modification: Only the modified fields are shown, such as changing the Status and Remaining Amount with their old and new values.
On deletion: Same fields as creation are shown in full with the addition of Deletion Date.
Details of Operations on Credit Note
On creation: Contact, Reference Number, Related Parent Document, Status, Remaining Amount, Total Amount, Issue Date, Due Date, Terms and Conditions, Notes, Approval Date, Creator, UUID, Payment Method, Contact Data Snapshot, CD Discount, and Exchange Rate.
On modification: Only the modified fields are shown, such as changing the Status from Unused to Partially Used and the Remaining Amount.
Details of Operations on Debit Note
On creation: Contact, Reference Number, Related Parent Document, Status, Remaining Amount, Total Amount, Issue Date, Due Date, Approval Date, Creator, UUID, CD Discount, and Exchange Rate.
On modification: Only the modified fields are shown, such as changing the Status from Used to Unused or changing the Remaining Amount with its old and new values.
On deletion: Contact, Reference Number, Status, Remaining Amount, Total Amount, Issue Date, Due Date, and Deletion Date.
Details of Operations on Quotation
On creation: Contact, Reference Number, Status, Total Amount, Issue Date, Due Date, Terms and Conditions, Notes, Approval Date, Creator, UUID, CD Discount, and Exchange Rate.
On modification: Only the modified field is shown, such as changing the Total Amount with the old and new values.
On deletion: Same fields as creation are shown in full with the addition of Deletion Date.
Details of Operations on Fixed Asset
On creation: Name, Product Unit Type, Category, SKU Code, Purchase Price, Assets Account, Tax, Is Purchase Item, Name in English, Is Consumed, Salvage Value, Expense Account, Depreciation Account, User, and Lifecycle.
On modification: Only the modified field is shown, such as changing the Purchase Price or Lifecycle with their old and new values.
On deletion: Same fields as creation are shown in full.
Details of Operations on Recorded Depreciation
On creation: Reference Number, Asset Classifications, Included Fixed Assets, Depreciation Run Number, Start Date, End Date, and Depreciation Type.
On deletion: Same fields are shown with the note that Asset Classifications and Fixed Assets fields show the old values.
Details of Operations on Allocation
On creation: Source Document, Source Document Type, Amount, Date, Allocated To, and Allocated To Type.
On deletion: Same fields as creation are shown in full.
Details of Operations on Entry
On creation: Description, Date, Commercial Document Number, Commercial Document Type, and Idempotency Number.
On modification: Only the modified field is shown, such as the new CD reference number.
On deletion: Same fields as creation are shown: Description, Date, Commercial Document, Type, and Reference Number.
Details of Operations on Simple Invoices
On creation: Contact, Reference Number, Status, Total Amount, Issue Date, Due Date, Creator, UUID, and Is Processable.
On modification: Only the modified field is shown, such as changing the Remaining Amount.
On deletion: Same fields as creation are shown in full with the addition of Deletion Date.
Sixth: Important Notes
Deleted Entry Number: The Entry Number is not displayed when deleting any operation in the report currently, and there is no alternative way to verify it.
Export Report: The report cannot be exported to Excel, PDF, or any other format.
Here is an explanatory video explaining the User Operations Report: User Operations Report
