Navigation:  Miscellaneous Screens > Security Reports Screen >

Profile History tab

Navigation:  Miscellaneous Screens > Security Reports Screen >

Profile History tab

Previous pageReturn to chapter overviewNext page  Print this Topic

The Profile History tab on the Miscellaneous > Security Reports screen is used to view changes made to security options for profiles. If you want to view changes based on individual users, see the User History tab.

 

Any time changes are made for profile on the Setup screen, this tab reports those changes. For example, if you restrict a profile from being able to access or view the Loans > Credit Reporting screen, this tab will display the profile that was restricted and the name of the screen. Information on this tab is just a summary of the changes. For more details information, see the Security > Reports screen.

 

This tab will show you if the profile name that was changed, any changes to screen access the profile was given or restricted from, as well as the employee who made the changes. For more information about profiles, see the CIM GOLD Profiles and System Profiles topics in the Security > Setup screen help.

 

Use the fields above the list view on this tab to indicate search criteria. When you click gethistorybutton, only history items matching the search criteria will appear in the list view table below the search criteria.

 

Possible search criteria options include a Date and Time range, the employee number of the person who made the change (Changed by), the name of the employee the change was made regarding (Changed for), the name of the Field altered in file maintenance, and any Description attached to the file maintenance performed (if applicable).

 

paperclipnote

Note: When entering the Changed by or Changed for search fields, you must enter the full User Name. These fields do not accept partial entries. You cannot use a last name or first name, either. It only searches by User Name. See the User Name field on the Security > Setup screen.

 

Use the fields above the list view on this tab to indicate search criteria. When gethistorybutton is clicked, only history items matching the search criteria will appear in the list view. Possible search criteria options include a Date and Time range, the employee number of the person who made the change (Changed by), the name of the profile the change was made for (Changed for), the name of the Field altered in file maintenance, and any Description attached to the file maintenance performed (if applicable).

 

Miscellaneous > Security Reports Screen, Profile History Tab

Miscellaneous > Security Reports Screen, Profile History Tab

 

 

The list view on this tab displays information about all history items that meet the criteria established in the fields above when gethistorybutton is clicked. This information includes the Date and Time of the change, a brief description of the Action performed (Update, Add, Drop), the Employee Number of the person who made the change, the Profile the change was made for, the name of the Field altered in file maintenance (as well as the field's Old and New data as a result of the change), and any Description attached to the file maintenance performed (if applicable).

 

Printing the Report

 

You can print Profile History information by right-clicking on the table on this tab and pressing <Ctrl> + P. This will print the Profile History report to your default printer. Or you can select any of the possible right-click options:

Edit

Use this menu to copy cell data (or select all cell data to be copied). Once list view data is copied, it can be pasted into another program (such as Microsoft® Excel.

Printing

Use this menu to print information from a list view. Printer/paper setup, print previews, page orientation, and margin settings can all be set from this menu.

Export

Use this menu to export the list view directly to another file or program. The three possible export choices are:

 

Export to Report Manager: Select this function to export the data in the list view to the GOLDPoint Systems Report Manager program.

Export Selection to Tab Delimited Text File: Select this function to save the selected portion of the list view as a tab-delimited text file. Any tab-delimited program (or even Microsoft® Word, Wordpad, or Notepad) can then be used to review the selection.

Export All To Tab Delimited Text: Select this function to save the entire list view as a tab-delimited text file. Any tab-delimited program (or even Microsoft® Word, Wordpad, or Notepad) can then be used to review the selection.

Auto Resize

Use the this menu to resize the list view table in order to display all data. The three possible resize choices include:

 

Auto Resize Grid: Resizes the entire list view (both columns and rows) to fit the data.

Auto Resize Columns: Resizes columns only.

Auto Resize Rows: Resizes rows only.

Find

Use this function to enter terms to use in searching the list view table. After <Find> is clicked, the system displays all matching information in a table. Select an item in the table to be redirected to that item in the original list view table.

 


See also:

Security System in CIM GOLD

©2019 GOLDPoint Systems. All rights reserved.