Creating reports help us maintaining the repository. Since we introduced our latest feature, 'History on objects,' you can also create a new report type.
Before I tell you more about creating a report about the history of objects, I must explain how to change your reports' source.
Most of you already know where and how to create a report, but I'll start from the very beginning to make sure I am not skipping any vital information for anybody. So first of all, you go to the reports tab in your BlueDolphin tenant and start a new report by clicking the plus-symbol.
Now everybody knows where and how to create a report, we can start changing the report's source.
You can click on the three dots next to 'domain: <code>' and select 'Change Source.'
You will see a pop-up message where you can choose for 'History'. Now, you will have the possibility to choose a start and end date. Click on 'Apply' followed by 'OK,' and you ready to create your report.
One important thing to know: Only the changes after February 15 will be visible.
It's time to dive deeper into creating a history report. You can create your report based on:
- General: based on the changes of the object title or object properties;
- Relationships: based on the changes of relationships labels, types, or the direction
- Questionnaires: based on the change of the name of a question or the input of the question
I will show you how to make a history report based on input changes from a questionnaire field. So let's get started!
We will need to drag the following values into the report editor:
- From OBJECTS -> Title
- From QUESTIONNAIRE -> Questionnaire name, Question Field, Question Input, Question Input(old)
If you have found all the values, your report will look like this:
With this report, you can notice the changes made on the object named 'Object Restauratie'. The questionnaire 'Application Properties' has a question: costs per year, and you can see a user has changed this field. When you add the values 'Timestamp' and 'Changed By,' you can see who made these changes and when.
Did you find this type of report helpful? About what kind of reports do you want to know more? Please let me know in the comments below.
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