The Person Transaction Log Screen displays all data activity for a particular person since that person was created. When opened from the Sponsor screen, the Person Transaction Log displays activity for all people in the plan. Note however that all of the transactions when a person is first created (including the creation of all reported amounts, benefits, and historical dates) is not separately recorded. Only transactions following the first time that a person was saved are recorded.

• Recorded Transactions List: list showing each database transaction.
• Transaction Dates Filter: are to filter items to display in the transactions list.
• User ID Filter: use this dropdown to only show changes made by a particular user.
• Entry Type Filter: use this dropdown to limit items shown based on how they were added or changed (imported, manually added, edited through the portal, etc.).
• Transaction Types Filter: available on a specific Person Transaction log only - use these check boxes to limit the items shown in the list to only include certain types of transactions.
• Data Items: available on the Sponsor-level Person Transaction log only - select the specific item for which transactions will be displayed.
• Display detail by person: available on the Sponsor-level Person Transaction log only - check or uncheck this box to switch between seeing only Person Add, Change, and Delete transactions for the entire sponsor, or listing all specific transactions by Person.
• Excel button: creates an Excel spreadsheet with the information from the Recorded Transactions list.