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Report for records that have changed by User

New Member
Posts: 4
Country: USA

Report for records that have changed by User

I'm looking for some direction on how to create a report that show records that have changed with a time stamp of change and the user that made the change. 

 

Any help would be greatly appreceated

 

~P

Administrator
Posts: 1,372
Country: United_Kingdom

Re: Report for records that have changed by User

Well the place to start for a report like this would be the Edit Date and Edited By fields.

Depending on what you'd like to do with the data, you could simply perform a lookup based on these criteria, or as you've said, you can create a report.

Are you interested in seeing the edit date/user of ALL contacts in your database, or only ones edited recently? Or contacts that haven't been edited for a while?

Nickel Super Contributor
Posts: 517
Country: United States

Re: Report for records that have changed by User

You can add the Edit Date and Edited By fields to your contact list view and sort on these fields.  This is available for some of the other list views such as History List and Opportunity List.  To do this, click on the Options button on right side of any list view and choose Customize Columns.

 

However, you might want to try a special lookup (search) for all contact's who have had specific "types" of data modified or not over a designated date range.  To do this, click on Lookup > Contact Activity and choose the filters you want.

 

After you create the lookup, you can then create a report or use one of the List Views.

 

Good luck,

Scott Abboud

Allied Financial Software, Inc.