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View Credit Bureau Reporting Audit Trail

Use the Audit tab on the CB Detail panel to view an audit trail of credit bureau reporting.

To view the credit bureau reporting audit trail

  1. With an account displayed in the Work Form, do one of the following:

    • At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Credit Bureau Reporting.

    • From the Info menu, click Credit Bureau Reporting.

The CB Detail panel appears, with the Summary tab selected.

CB Detail panel - Summary tab

  1. Click the Audit tab.

CB Detail panel - Audit tab

Entered: Date the system added the audit record.

Comment: Description of the action on the account. If this box includes the message, "See Cbr_Exceptions," the system added details to the CBR_Exceptions table. For assistance with viewing the table, see your System Administrator.

Related Topics

Credit Bureau Reporting

Credit Bureau Reporting Codes

Credit Reports