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Managing Your Change Report

Run History View

This view allows you to view and download the runs for a Change Report.

Elements of the Run History View​

  1. Run Date: Date of the report run, in the current user's timezone.
  2. Run Stats: Summary of statistics from the run.
    • Added: Count of items added between runs.
    • Removed: Count of items removed between runs.
    • Changed: Count of items changed between runs.
  3. Run Report: Manually start a new Change Report run.
  4. Enable/Disable auto publishing: Allows you to automatically publish new Change Reports to your shareable Report Portal.
  5. Delete: Permanently deletes the report and all of its runs from your account.
  6. Download options: Download the PDF, CSV, and Excel file outputs generated by a run.
  7. Share toggle: Toggle to enable/disable a specific report run being available in the Report Portal.
  8. Run History/Settings tab: Switch between the Run History and Settings view.
  9. Filter/Sort: Allows you to filter your reports by type and sort by creation date, update date, or name.

Setting View

This view allows you to view and edit a Change Report's configuration.

Elements of the Settings View​

  1. Extractor: Link to the extractor that the change report generates from.
  2. Email options: Link to the extractor that the change report generates from.
  3. Available Columns: Columns and metadata available for selection from the extractor. You can drag-n-drop up to five columns from here to the Match field, Additional columns, and/or Monitored columns options.
  4. Match field: Field used to match records from current and previous crawl run.
  5. Monitored columns: Fields that appear in the change report and are monitored for changes.
  6. Additional columns: Fields that appear in the change report but are not monitored for changes.
  7. Deselect All: Clears the selected fields to start over.
  8. Save: Save any changes you have made to the report.