Generate Audit Log Reports

The Audit Log Reports in Office Ally are powerful features that allow you to generate detailed reports tracking user activity within the system. These reports provide visibility into actions taken by individuals in key areas—such as claims, visits, encounters, and appointments—helping ensure accountability, compliance, and transparency across your organization.

Before We Begin

To access the Audit Log Reports, you must be logged into an account with administrative rights. This ensures you have the necessary permissions to generate and view audit logs.

Steps to Generate an Audit Log Report (New)

1. Navigate to the Audit Log Reports

• Log into your Office Ally account.

• Go to the Manage Office tab.

• Click on Audit Log Reports (New).

2. Select the Audit Type

• From the Audit Name drop-down menu, choose what you want to audit.

• You can select one or multiple audit types from the list of available options.

3. Set Report Parameters

• Under Report By, choose the Date Range for your audit.

• To the right, you’ll find the Patient field. You can optionally enter a specific patient’s name—leave this blank to include all patients.

• On the lower left, use the User Name drop-down to select one or multiple users whose activity you want to review.

• To the right, under Action, you can select specific actions to include in the report.

Tip: You don’t need to complete every section to run a report. The more filters you use, the shorter and more specific your results will be.  It’s usually best practice to search broadly, then narrow parameters to refine results.

4. Generate and Review the Report

• Click Go to generate the report.

• The results will appear in the lower portion of the screen.

• You can export the report to Excel for further review or record keeping.

Note: A disclaimer at the top of the page indicates that this version of the report only includes data entered after February 10, 2018. For actions taken before 2/10/18, you must use a legacy audit log report (below).

Accessing the Legacy Audit Log Report

If you need to review actions taken before February 10, 2018, you can use the older version of the Audit Log Report.

1. Navigate to the Legacy Report

• From Manage Office, click Audit Log Reports (without “New”).

2. Select Report Options

• In the Audit Name drop-down, select the type of audit you want to run.

• To the right, choose the Transaction Type—either Changed or Deleted.

• Below this, use the Date section to set your date range.

• Under Sort By, choose how to organize your results (e.g., Date Modified, Modified By, Name, Field Modified, Original Value, or Modified Value).

3. Run and Export the Report

• Click Go to generate the report.

• Once complete, you’ll have the option to export the results to Excel for analysis or archiving.