The NTE Change - Audit Trail report details which user changed the work order NTE, the date and time the change was made, the original NTE, and the new NTE.  The information held in this report is useful for audit purposes and can be drilled down to the Trade and Location Number level, when needed.

Details for the report are displayed by Call Date for the past 30 days (by default) or by the criteria set in the all-inclusive filters along the top of the report.

You can download the data and email reports to recipients.

Data in this Visualization

The following data is listed in the report, sortable by these column headers:

  • Location Number

  • Tracking #

    Click the Tracking # to navigate to the work order details in Service Automation


  • Category
  • User ID
  • User Name


  • Service Provider

  • Date/Time of Change

  • Source NTE: Original Not to Exceed Amount

  • Updated NTE: New Not to Exceed Amount