Sandata Security Reports

This report shows a list of all users who logged into the system for a selected date range. The report displays the username, time, browser and the IP addresses of the users. The maximum date range for this report is 7 days.

Use this report to allow authorized users to view all user login activity. This report can assist with audits and be useful to identify trends or patterns within or across providers.

Each column of the report lists the following information:

Columns	Description
Provider ID	The state assigned identifier for the Provider (e.g Provider Medicaid ID)
Account	The Provider's Sandata EVV account number
Account Name	The Provider's account name
User ID	The email address used to login to the system
Log In	The date and time the user logged in
Log Out	The date and time the user logged out. This value is blank if the user did not use the LOG OUT button to log out of the system.
IP Used	The IP address the user logged in and out from
Browser Details	The second row displays additional browser information

Sample Report

This report shows all activity taking place in Sandata for a selected date range. The report displays a list of users, features accessed, log in and log out times and the actions made within the system. The maximum date range for this report is 7 days.

This is an audit report using the system logs to understand user activity within Sandata. All accounts are shown together on this report. Both the overall user login information is available as well as the time spent in each individual feature. This can be used to view individual user activity or activity for a date range within Sandata.

Each column of the report lists the following information:

Columns	Description
Account: Provider ID	The state assigned identifier for the provider (e.g. Provider Medicaid ID)
Account: Number	The Provider agency's Sandata EVV account number
Account: Name	The account name
Log Date: In	The date and time the user logged in
Log Date: Out	The date and time the user logged out. This value is blank if the user did not use the Log Out button to log out of the system.
User: ID	The email address used to log into the system
User: Name	The user's name (last, first)
Request: Start	The date and time the module was accessed
Request: End	The date and time the module access was completed (e.g. the user logged out or went to another module)
Module	The name of the module accessed
Privilege	The privilege allowing access to the module
Description	The activity performed by the user

Sample Reports

This report displays a list of all roles configured for the account and which users are assigned to those roles as of the date the report was run.

This report is used to audit role assignments to individual users. The report allows users to easily view the current role assignments and determine if changes are needed.

Reports are grouped by the fields below. Each change in these fields results in a page break.

Each column of the report lists the following information:

Columns	Description
Role	The name of the role
Role Description	A short description of the role
Created	The date the role was created
Deleted	The date the role was deleted
User Full Name	The full name of the user assigned the role
User Name	The username/email address of the user assigned the role

Sample Report

This report displays a list of the account’s roles and all the privileges assigned to those roles. The creation and deletion dates for each role is included in the report.

Use this report to audit the roles for the account so the appropriate privileges are assigned to the correct roles.

Reports are grouped by the fields below. Each change in these fields results in a page break.

Field	Description
Account	The provider agency’s Sandata EVV account number

Each column of the report lists the following information:

Columns	Description
Role	The name of the role
Role Description	A short description of the role
Created	The date the role was created
Deleted	The date the role was deleted
Privilege Description	A short description of the privilege

Sample Report

This report shows all report requests made on a specific date. The report lists the username of the requester, the report run, times, and report length. The maximum range of this report is one day.

Use this report to view what reports have been run in the system. Use the following fields to limit the report output:

Field	Description
Payer	The selected Payer(s)
Program	The selected program(s)
Service	The selected service(s)

The Report Request Detail shows various selection criteria used when each report was run. Fields with information are limited based on the report selected, its criteria, and the selections made by the user. The report output is the selection information used when running each report.

Column	Description
Report Type	The grouping or type of report On the Reports page, this is the Report Type drop-down.
Report Name	The reports selected. On the Reports page, this is the Report Name.
Rows Returned	The number of rows returned for the report based on the selected criteria If no rows were returned, the report was blank.
Report Run Start	The date and time the report began
Report Run End	The date and time the report finished
User Name	The username of the individual requesting the report
Account	The Provider agency's Sandata EVV account number used for the report if applicable. Users may see multiple accounts for the Aggregator version of this report or an 'A' which indicates 'All.'
Group	Internal accounts grouping
Jurisdiction	The group name used for generating the report which defines report row level security within Aggregator. Used for Aggregator reports only
Payer	The Payer selected for the report if applicable
Program	The program selected for the report if applicable
Service	The service selected for the report if applicable
Supervisor	The Supervisor selected for the report if applicable
Client Name	The Client name selected for the report if applicable
Client Medicaid ID	The Client's Medicaid ID and/or Alternate Medicaid ID. If not available, Payer ID. If newborn support is enabled and the Client is flagged as a newborn, value is shown as "N".
AR Number	The Client Accounts Receivable (AR) number selected for the report if applicable
Department	The Employee's department selected for the report if applicable
Employee Name	The Employee name selected for the report if applicable
Employee Santrax ID	The Employee Santrax ID selected for the report if applicable
Employee Team	The Employee's team selected for the report if applicable
Task	The task(s) selected for the report if applicable
Visit Status	The visit status selected for the report if applicable

Sample Report

This report allows system administrators and auditors to review a user’s activity. The report displays the staff member’s name and user information, the client’s name and identification information and the activity taken. This report is available as an Excel or CSV export as it contains significant amounts of information, even for a short period of time. The maximum date range for this report is 7 days.

This report can be used to view a staff member’s activity in the system when performing an audit or review.

Each column of the report lists:

Columns	Description
Provider ID	The state assigned identifier for the Provider (e.g. Provider Medicaid ID)
Account Name	The Provider's account name
Account	The Provider agency's Sandata EVV account number
Log In	The date and time the user logged in
Log Out	The date and time the user logged out. This value is blank is the user did not use the Log Out button to log out of the system.
User ID	The email address used to log into the system
User First Name	The user's first name
User Last Name	The user's last name
Request Start	The date and time the module was accessed
Request End	The date and time module access was completed (e.g the user logged out or navigated to another module)
Module Name	The name of the module accessed
Privilege	The privilege allowing access to the module
Description	The activity performed by the user
Access Time	The date and time the activity was accessed
Client Medicaid ID	The Client's Medicaid ID and/or Alternate Medicaid ID If not available, Payer ID. If newborn support is enabled and the Client is flagged as a newborn, the value is shown as "N."
Client Alternate Medicaid ID	The Client's alternate Medicaid ID
Client Key	The Client's key for the related activity. The Client Key is assigned each time a Client is created or updated and is needed if further information is required from the system logs.
Client ID	The Client's ID for the related activity. This value is either assigned by the Provider or automatically assigned when the Client is created.
Client First Name	The first name of the Client whose information was viewed
Client Last Name	The last name of the Client whose information was viewed
Client Middle Name	The middle name or initial of the client whose information was viewed

Sample Report

This report shows a list of all active users for the selected date range. The report displays when the user was created in the system, the last time the user logged in and assigned Supervisors. The maximum date range for this report is 730 days.

Use this report to review the roster of active users and their last log in times. System Administrators can also use this report to review possible security changes.

Reports are grouped by the following fields. Each change in these fields results in a page break.

Field	Description
Account	The Provider agency’s SandataEVV account number

Each column of the report lists the following information:

Columns	Description
Username	The email address used to log into the system
Name	The user's name
Created On	The date the user was created
Last Login	The user's last Sandata account login date and time
Assigned Supervisors	The Supervisor names or codes associated with the user if the user is a supervisor

Sample Report