Create a Data Change History Report

To create an Data Change History Template
  1. Open Reports Manager.
  2. Right-click on Data Change 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 Next>.

The New Data Change History Report Template - Format page appears.

  1. Select the view format.

This is the format that the report will be displayed within the TRACCESS application. The possible formats are: TRACCESS Report, Microsoft Excel, Microsoft Excel Data Only, Adobe Acrobat PDF and Microsoft Word Document.

  1. Select the mail attachment format.

This is the format that the report will generated in to be sent to your email Inbox. The possible formats are: TRACCESS Report, Microsoft Excel, Microsoft Excel Data Only, Adobe Acrobat PDF and Microsoft Word Document.

  1. Select whether or not to zip the mail attachment.

Please note:  This will decrease the overall file size allowing you to generate and receive larger reports.  However, you may wish to check whether or not attachments with a *.zip extension are currently being blocked by your email system before checking this option.

If the generated report is larger than the value shown in this dialog, you will receive a message indicating the completion status of the report, and that it was unable to include the attachment due to its size.  In this case, you can still view the report within TRACCESS, and subsequently export it.

  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.