List of all exports in system

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Solution: Monitoring Export Activity in Acumatica ERP

Acumatica does not provide a built-in report that tracks all exports performed using the Export to Excel feature. However, you can achieve this monitoring using one of the following methods:

1. Enable Audit History for Export Actions

Acumatica allows tracking specific user actions through the Audit History (SM205510).

• Navigate to System Management → Security → Audit History.
• Configure auditing for the Export to Excel action on relevant screens.
• Run the Audit Report periodically to monitor who is exporting data and from which screens.

2. Monitor Database Logs for Export Actions

If deeper tracking is required, database logs can help:

• Enable SQL Logging to capture queries related to exports.
• Look for queries triggered by Export to Excel actions.
• Filter logs by date, user, and table names.

3. Customization: Create a Generic Inquiry (GI) to Track Exports

Since exports do not generate transaction records by default, a workaround is to log export actions using a custom Generic Inquiry (GI) that captures user activities.

• Identify the relevant DAC (Data Access Class) for logging export events.
• Create a Generic Inquiry that tracks user interactions with exportable screens.
• Add filters for date ranges (weekly, monthly) and user details.

4. Custom Development for Logging Exports

If required, a developer can implement a custom logging mechanism in Acumatica:

• Modify the Export to Excel function to log export details in a custom table.
• Capture User ID, Screen ID, Date/Time, and Data Exported.
• Generate reports from this table periodically.

Conclusion

While Acumatica does not natively track exports, you can achieve this via Audit History, database logging, Generic Inquiries, or custom development. If security concerns are high, consider restricting export permissions for sensitive screens.