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Audit Trails in Lighthouse Transaction Manager

Catherine Harper
  1. Shift4 Payments
  2. Self Help Product Categories
  3. Lighthouse Transaction Manager (LTM)
  4. Transaction Reports

Description: Audit Trails allow Shift4 to understand how a transaction was run and can help to explain abnormal transaction behavior a transaction may be experiencing. It is helpful to collect an Audit Trail to facilitate communication or escalation to other parties for issue resolution.

Note: The Audit Trail must be enabled on the logged-in user's Lighthouse Transaction Manager (LTM) user profile settings. Select User > Change Profile, scroll down to Other Options and verify that the Show Audit Trail check box is selected. If it is not, check it and click Apply to enable this feature.

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Now when viewing the basic transaction information for the transaction you're researching, you should see the Audit Trail section.

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Each internet Browser has proprietary methods to collect and share the information in the browser.

All Browsers: Copy and Paste

If for some reason the above methods are unavailable and/or you are having trouble accessing them, you can simply copy the entire page and send it. To do so, perform the following:

  1. While the transaction details with Audit Trail are on screen, click any blank space on the page to ensure it is in focus.
  2. Press Ctrl+A on your keyboard to select the entire page (alternatively, right-click on the page and click Select All).
  3. Press Ctrl+C on your keyboard to copy (alternatively, right-click on the page and click Copy).
  4. Open your desired e-mail application and begin to compose a message.
  5. Press Ctrl+V on your keyboard to paste the copied elements into the email body (alternatively, right-click in the e-mail and click Paste).
  6. Address to support@shift4.com, include the Case Number in the Subject line, and click Send.

Google Chrome: Print as PDF (Preferred)

Chrome provides an easy-to-access PDF writing tool via its Printing function. To print as a PDF, perform the following:

  1. Pull up the Transaction in LTM via Chrome.
  2. Click the three dots in the upper right and click Print... (or simply press Ctrl+P on the Keyboard).
  3. In the Print window, under Destination click Change...
  4. Click Save as PDF.
  5. Select a destination for the PDF to be saved that is easy to locate, preferably the Desktop or Downloads folder, and click Save.
  6. Attach the PDF to an email message using the preferred e-mail application.
  7. Address to support@shift4.com, include the Case Number in the Subject line, and click Send.

Internet Explorer: Send Page by E-Mail

This functionality requires both Internet Explorer and Microsoft Outlook to function - fortunately, in most business environments these are commonly available applications. To obtain an Audit Trail this way, perform the following:

  1. While the transaction details with Audit Trail are on screen, click File (if File is not visible, press Alt on the keyboard to display the menu bar),
  2. Hover over Send,
  3. Select Page by e-mail...
  4. This opens a copy of the web page in your Outlook application as a composed e-mail.
  5. Address to support@shift4.com, include the Case Number in the Subject line, and click Send.

Firefox (Quantum) v57.0+: Take a Screenshot

  1. Pull up the transaction in LTM via Firefox.
  2. Click the three dots located in the address bar.
  3.  A drop down of applications shows, select Take a Screenshot.
  4. Options pop up in the top right-hand side of the screen, select Save Full Page.
  5. A screen showing a page preview pops up, select the Download icon at the top of this preview.
  6. The file saves to the PC, to find this open the download menu from the toolbar and click the File icon.
  7. Send the image via e-mail to support@shift4.com, include the Case Number in the Subject line, and click Send.

Microsoft Edge: Share by E-Mail

This functionality requires both Microsoft Edge and Microsoft Mail Application to function - fortunately, in most business environments these are commonly available applications. To obtain an Audit Trail this way, perform the following:

  1. While the transaction details with Audit Trail are on the screen, click the Share button. 
  2. When the menu appears select Mail.
  3. This opens a copy of the web page in your mail application as a composed e-mail.
  4. Address to support@shift4.com, include the Case Number in the Subject line, and click Send. 

Mozilla Firefox v56.0 and lower: Share This Page

This functionality requires both Firefox and either a Gmail or Yahoo e-mail account to function. This option is not enabled by default in most Firefox Browsers. So you may need to enable it before it can be used.

  1. Pull up the transaction in LTM via Firefox.
  2. Click the three lines and select the option of Share This Page.
  3. A list of applications pops up on where this information can be shared (Yahoo and Gmail are among these applications).
  4. Address to support@shift4.com, include the Case Number in the Subject line, and click Send. 

If this option is not currently enabled, perform the following to do so:

  1. Click the three lines in the upper right and select Customize at the bottom of the toolbox options.
  2. In the additional Tools and Features page, add the Share This Page option to the toolbox.
  3. Click Exit Customize.

Safari: Email This Page

In the toolbar at the top, select File > Share then choose the option to Email this Page OR press the Command key + plus the letter I, and Safari should send the page to mail.

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