---
title: "How do I create an audit report for bank details?"
slug: "how-do-i-create-an-audit-report-for-bank-details"
updated: 2026-06-10T11:26:23Z
published: 2026-06-10T11:26:23Z
canonical: "help.cintra.co.uk/how-do-i-create-an-audit-report-for-bank-details"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create an audit report for bank details?

Within **Cintra iQ**, you can create audit report field definitions, which allow you to select specific fields such as **Banking Details** and report on the desired information. Once the definition is created, you can then apply it to an **Audit** report so only specific information is generated. Thus allowing you to filter out unwanted details.

> [!WARNING]
> **Important:** The Audit Report Field Definition functionality is only available to users with System Administration access.

## To create the audit report field definition

1. Navigate to the **Audit Report Field Definition** window. Go to **Cintra iQ**: System Administrator > Audit > Audit Report Field Definition
2. Click the **New** button. The **Create Audit Report Field Definition** window appears. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064272.png)
3. Enter the title of the definition.
4. Expand the **Banking Details** folder and double-click the desired field names.

> [!NOTE]
> **Note:** When a field is selected, the x toggles to a check mark.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064273.png)
5. Click the **OK** button to save. You are ready to create the **Audit** report.

## To create the audit report

1. Navigate to the **Audit** window. Go to **Cintra iQ**: Tools > Auditing ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064274.png)
2. Enter the desired **Date/Time Range**.

> [!NOTE]
> **Note:** The **To** date must be no more than **60** days from the **From** date.
3. Select the users you wish to audit.
4. Ensure that the **Audit Report Fields** option is selected.
5. Select the desired field definition from the drop-down list.

> [!NOTE]
> **Note:** **All Fields** is set as the default.
6. Click the **Next** button. The **Employee Auditing** window is displayed with the **Bank Details**. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064275.png) Within the **Employee Auditing** window, you can perform the following:
  - View the data in the record by clicking on the desired entry.
  - Filter the data by clicking on the desired column header.
  - Change the **Audit Range** by entering the dates and clicking the **Refresh** button.
  - View the **Audit Context** by clicking on the **Context Detail** button.
  - Print the **Employee Audit** data by clicking on the **Print** button.