How To Create a Change Report for Text Fields ~ Change in Order Status
This is an example of how to create a change report to show you only items that have changed from the last report. In this case a client's order goes from 'on time' to 'at risk.'
Reporting on changes and analyzing trends has been greatly enhanced by using the new Dataset Reporting feature - see Create a Change Report from a Dataset
The legacy Report function displayed below is being deprecated in Versions after 6.0
Here is my Report of Orders with Status
I have orders from three clients on 5/3. I want to know if any of them go from 'on time' to 'at risk'. This report 'keeps history' each day (also called a snapshot report).
Creating the Change Report Setting - Key Value
The 'client' and 'order number' fields identify unique values (customer orders). (This is creating the primary key for DB folks.)
Filter Logic -- Choose what column to look for changes ( on time --> at risk)
You need two filters: one for the prior report's status column to equal 'on time', and the second filter to look at the current report's status column for 'at risk.'
Make sure 'Select rows when ALL of the filters are satisfied. This is the 'AND' condition for the filter. Otherwise it will be an 'OR' statement.
Columns to Show on change Report
I only need to see the Client, Order number, and Status on my Change Report. I choose to only show the current and prior value for the 'status' column since I know the client and order number will be the same on both reports (they are my key fields!).
Format Columns (Optional)
I change the format of the current order number so that the number doesn't have a comma in it (1,234 vs 1234).
Load data into Change Report (Update live Report)
I want to look for changes from 5/3 forward.
Change Report Editor
Use the 'edit snapshot report' to go to the underlying report and the 'edit change report' to view/modify settings on this change report. You can also click this link and then click the 'View' button to see the report (otherwise you will get it via email on the next change).