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Daily/Weekly Confirmation Audit CSV

This report will show you how to generate a Daily/Weekly Confirmation export.

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Written by Ronnie Blench
Updated over 6 months ago

This report is only accessed by higher up users and is found under "CSV EXPORTS" within Business Intelligence.

The Daily/Weekly Confirmation Audit gives you detailed information on the daily and weekly input confirmation and gives information on the type of module that has been either confirmed, opened or amended, the trading date/week it occurred, when it was actioned and who it was actioned by.

To generate the Daily/Weekly Confirmation Audit first you need to select the company you want to view.

Then select the trading year and date range you want to view.

Now select the houses you would like to view. If you want to view all houses select the green "Select All" button and to reset your selection press the red "Select None" button.

Finally, Select the generate report button and your Daily/Weekly Confirmation Audit CSV will appear as an excel document.

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