Organisation Data Changes Report in PICSWeb
The Organisation Data Changes Report produces a list of changes made to your Organisation Records that meet the specified criteria.
Report Options
The following customisation options are available:
Changes From and To – Here you can specify the date range that will determine which changes are included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.
Changed By – Here you can restrict the report to changes made by a specific PICSWeb user.
Change Type – Here you can restrict the report to specific types of data change. This can either be a Create organisation action, an organisation Update, or a Delete organisation action. You can add multiple statuses to the field and remove any added ones by selecting the X icon.
Table Name – Here you can restrict the report to changes within a specific area of the Organisation Record.
Field Name – Here you can restrict the report to a specific field within the Table specified above.
Field Data Type – Here you can restrict the report to fields of a specific format.
Organisation Report Type – This controls which date is used in the organisation record to determine whether changes for that organisation will be included.
Choosing Created Between will include any organisation whose Created Date falls within the date range.
Choosing All will include all organisations.
Organisation From and To – Here you can specify the date range that will determine which organisations have their changes included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.
Tags – Here you can restrict the report to changes for organisations with specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X icon. The following tag options are available:
Any – This will restrict the report to organisations that have at least one of the specified tags.
All – This will restrict the report to organisations that have every specified tag.
None – This will restrict the report to organisations that do not have any of the specified tags.
Roles – Here you can restrict the report to changes for organisations with specific roles. Choosing a role from the drop-down menu will add it to the field. You can add multiple roles to the field and remove any added ones by selecting the X icon.
Workflow Status – Here you can restrict the report to changes for organisations with specific statuses. You can add multiple statuses to the field and remove any added ones by selecting the X icon.
Sites – Here you can restrict the report to changes fororganisations linked to specific Sites. You can add multiple sites to the field and remove any added ones by selecting the X icon.
Report Output
The organisation data changes report consists of a single sheet listing all matching changes. Along with the relevant organisation details and any Optional Fields, the Old Value and New Value for each changed field will be displayed.