> ## Documentation Index
> Fetch the complete documentation index at: https://docs.officeridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Report History

> Previously generated reports, compliance audits, and the system audit trail.

Reports holds previously generated reports, compliance audits, and the system audit trail.

## Who can use it

Organization Admins, Location Admins, Clinical Managers, Finance Managers, and Compliance Officers.

## Reports

Generated and scheduled reports with frequency and next-run scheduling.

**Columns:** Title · Type · Generated · Scheduled · Frequency · Next Run

| Field         | What it tells you                 |
| ------------- | --------------------------------- |
| **Generated** | When the report was last produced |
| **Scheduled** | Whether it runs automatically     |
| **Frequency** | How often a scheduled report runs |
| **Next Run**  | When it will run again            |

<Tip>
  Scheduling a report is more reliable than remembering to run it. Reports needed for a recurring
  obligation — board meetings, payer submissions, cost reporting — should be scheduled.
</Tip>

## Audit Log

System-wide audit trail of user actions, affected tables, and record changes.

**Columns:** User · Action · Date · Table · Record

This is the general system audit trail, covering actions across OfficeRidge.

<Note>
  This is distinct from the HIPAA audit trail in [HIPAA compliance](/compliance/hipaa), which records
  PHI access specifically and is immutable. Use the HIPAA trail for privacy investigations and this
  one for general operational questions.
</Note>

## OIG exclusions report

A dedicated exclusions report checks staff against federal and state exclusion lists. It is available
to Organization Admins, Location Admins, Compliance Officers, Finance Managers, Clinical Managers,
and Human Resources staff.

<Warning>
  Run exclusion checking regularly, not once at hire. A provider can be excluded after you employ
  them, and services they deliver from that point are not payable. The
  [Dashboard](/dashboard) **OIG Flags** tile surfaces matches.
</Warning>

## Scheduling a report

<Steps>
  <Step title="Generate it once manually">
    Confirm the output is what you need before automating it.
  </Step>

  <Step title="Set the schedule and frequency">
    Match the frequency to the obligation it serves.
  </Step>

  <Step title="Confirm Next Run">
    Check it lands before the deadline the report supports.
  </Step>

  <Step title="Check it ran">
    **Generated** should advance each cycle.
  </Step>
</Steps>

## Using the audit log

<Steps>
  <Step title="Identify what you are investigating">
    A specific record, or a specific user's activity.
  </Step>

  <Step title="Filter by user, table, or record">
    The audit log covers actions across the system.
  </Step>

  <Step title="Use the HIPAA trail for PHI questions">
    If the question concerns member information access, use
    [HIPAA compliance](/compliance/hipaa) instead.
  </Step>
</Steps>

## Troubleshooting

| Problem                                     | What to check                                                                         |
| ------------------------------------------- | ------------------------------------------------------------------------------------- |
| A scheduled report did not run              | Check **Next Run** and whether the schedule is still active.                          |
| Report data looks incomplete                | Confirm the active organization and location, and the reporting period.               |
| I need to know who accessed a member record | Use the HIPAA audit trail, not this one. See [HIPAA compliance](/compliance/hipaa).   |
| Reports is missing from my sidebar          | Check your role. See [Roles and permissions](/getting-started/roles-and-permissions). |

## Related

<CardGroup cols={2}>
  <Card title="Compliance" icon="shield-check" href="/compliance">
    Findings, audits, and the compliance calendar.
  </Card>

  <Card title="HIPAA compliance" icon="shield" href="/compliance/hipaa">
    The immutable PHI access trail.
  </Card>
</CardGroup>