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.'
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
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
Format Columns (Optional)
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).