Create a Report - Last edited or changes made?
Posted 05 April 2013 - 01:52 AM
Is there a way you can view all the last edited or recent changes made to a database?
I have had a look at the Create a Report option but don't seem to find one that would create a report for all my last changes made to the database.
Any help would be much appreciated.
Posted 05 April 2013 - 06:29 AM
Go to the <People> view tab.
Click <Customize this view> button.
Scroll down the list of <Available columns> and highlight <Last edited>.
Clicking <Add to view> button should move <Last edited> to <Columns to display>.
Click <OK> and the <People> view will have a sortable column for <Last edited>.
Double-clicking <Last edited> column header will alternately sort <People> ascending or descending by <Last edited> date.
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K e V i N
Posted 05 April 2013 - 06:57 AM
Posted 05 April 2013 - 07:07 AM
If you're just interested in which people were last edited, try this one:
The report will be correct, but it might not be as valuable as you might hope for. The problem is that if you edit an individual just to look and if you open a note just to look, the date last edited field will be updated if you exit the note with "Save note" rather than with "Cancel". The obvious solution to this problem is to exit from a note with "Cancel" if you didn't change the note. However, whenever I try to discipline myself to follow this advice, I soon end up exiting a note with "Cancel" even if I did change the note, thereby losing all my changes to the note. I've decided that having unreliable date last edited fields is a lesser evil than losing my work, so I always exit notes with "Save note". I wish that being in the Note editor was more like being in a word processor in that it would keep track of whether the note had been changed. Then if I exited with "Cancel" or by hitting the red X in the upper right hand corner of the Note window, it would alert me that something had changed.
Putting this problem aside, a couple of other approaches will yield similar results to the custom report. One is to do a Find from within RM Explorer, searching for the Date Last Edited field. But the easiest way in some ways is to use People View and to make the Date Last Edited field one of your columns. You can click to sort on this column and put the most recently edited individuals either at the top or the bottom of the list. I presently have the columns in my People View set up to support a project I'm working on to be sure every individual in my database has some sort of birth date. So my People View has a Birth Date column, and the view is sorted on that column. But my People View also has a Date Last Edited column and it's trivial to use one click to sort by Date Last Edited temporarily, and then to use one click to resume sorting by Birth Date without having to do any major redesign of my column setup for People View.
Posted 05 April 2013 - 07:41 AM
Posted 05 April 2013 - 08:02 AM
Posted 05 April 2013 - 10:10 AM
Posted 05 April 2013 - 11:32 AM
Posted 13 October 2013 - 10:57 PM