Answer
The Change History tool records additions, deletions, and modifications made to your payroll data. You can filter and print a report, or permanently delete the stored history to reduce database size.
In the desktop app: go to Tools >> Change History, set the date range and category, then click Print Report. See What History Tracking Tools Are Available In Lightning Payroll? for an overview of all desktop history tools.
In the online (web/mobile) app: navigate to Tools >> Change History.
Generating a Report
- Set the Start Date and End Date for the period you want to review.
- Tick one or more Categories in the list. The available categories update automatically based on the change types you have selected, and the report prints a separate section for each selected category.
- If you have ticked an employee-related category, an optional Filter by Employee list appears so you can narrow the report to specific employees. Tick Show Terminated Employees? to include terminated employees in that list.
- Choose a Sort By order: Date and Time, Description, or Type.
- Use the Include ADD Changes?, Include DELETE Changes?, and Include UPDATE Changes? checkboxes to filter the change types included in the report.
- Click Print Report. The report downloads as a PDF named with the selected date range.
Your selections (categories, employee filter, sort order and change types) are saved per user and pre-filled the next time you open the report. The date range always starts fresh.
Deleting the Change History
Change history can take up a significant portion of your database. Clearing it may improve performance but makes historical investigation harder. To delete it permanently:
- Click Delete Entire Change History?.
- A confirmation prompt appears. Click Yes to proceed.
- A success message confirms how many rows were deleted. Click Close.
Deleting the change history does not affect your payroll data in any way.
