Create a Data Change History Report

To create an Data Change History Template
  1. Open Reports Manager.
  2. Right-click on Data History and select New.

The New Data Change History Report Template - Options dialog appears.

  1. Check all of the desired Objects.
  2. Select how to organize the results in the Organize By box.
  3. Select the Time Options for the report.

Please note:  If selecting specific dates, the From date must occur before the To date to display any results.

  1. Click OK.

The template will appear in edit mode under the Data Change History heading.

  1. Type a name for the template and click <Enter>.
To generate a report from a template
  1. Select a template from under the Organization heading in the Report Manager tree.
  2. Right-click on the Template and select Generate Report.
    OR
    In the context view, click the Generate button.

The Generate Report dialog appears. The Title field is populated with the name of the template.

  1. (optional) Enter a name for the report in the Title field.
  2. (optional) Enter a subtitle in the corresponding field.
  3. (optional) Enter a description of the report.

This will appear next to the Report Title in the Generated Reports list. It can also be modified after the report is run.

  1. Click Generate.

In the context view, a new report appears in the Generated Reports box.  While the report is generating, appears in front of the report name.  This icon changes to a icon once the report is generated.

To view a generated report
  1. Select a template from under the Activity heading in the Report Manager tree.
  2. In the context view, select the report and click View.