Event History

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How to get here

 

From the File menu, choose System History (CTRL-R).

 


 

Quick Reference

 

Search (selector)

Choose a search method

Search Button

Invoke search for given criteria

Settings Blue gear24

Preferences for this window

Button-help

Help

Results list window

Lists results for the current Search. Right click for Options

Options

Options menu

 

 

Search (selector)

 

Search Method. These are customisable and the initial choice can also be configured in Settings.

 

Emails Sent (by all users)..

All emails sent successfully by all users. See Emails Sent

Reporting History - all..

A list of all documents produced. This list can take some time to appear if you have been using the software for a long time. If you are only interested in recent documents, consider using the "last 3 months" version of this listing.

Reporting History - last 3 months..

A list of all documents produced in the last 3 months.

System Events - all..

All events that have ever occurred in the system, such as jobs booked in, out, users logging in and out. This list can take some time to appear if you have been using the software for a long time. If you are only interested in recent events, consider using the "last 3 months" version of this listing.

System Events - all - last 3 months..

All events that have occurred in the system in the past 3 months.

System Events - Jobs related..

A list of all job related events, such as jobs booked in and out. This list can take some time to appear if you have been using the software for a long time. If you are only interested in recent events, consider using the "last 3 months" version of this listing.

System Events - Jobs related - last 3 months..

A list of job related events from the past 3 months.

Transactions

All historical financial transactions, including invoices, credit notes, payments, adjustments etc.

 

 

 

Search Button

 

Invoke a search for the selected search method.

 

 

Preferences icon

 

Settings for this dialog window.

 

 

Help icon

 

Link to this Help topic. Welcome!

 

 

Results list window

 

Initially when you enter this dialog, this list will be pre-populated with the results for the Initial Search method. The Initial search method can be set in Preferences.

 

If you change the Search method, the list will clear. Click Search to refresh the results.

 

You can right click any listed rows to invoke the Options menu. This is the same as highlighting a row, then clicking the Options button.

 

 

Options

 

A sub-set of menu choices for appropriate actions, such as Send to Preview Window, where the list can be printed.