How_do_I_print_the_Management_Tracking_report_

How do I print the Management Tracking report?

Review the changes that have been made to the tracked fields. he Management Tracking Report shows the previous value and current value of tracked fields and deleted values from tracked fields. The fields must be selected for management tracking before you run this report. Connect will track changes and deletions to tracked fields from the time the field is set up for management tracking.

 

Connect master report definitions: 

  • Management tracking report by management deletions [Caselle Master]

  • Management tracking report by management tracking [Caselle Master]

  • Management tracking report by tracking updates [Caselle Master]

 

 

 

Webinar: Printing the Management Tracking report 

 

 

Printing the Management Tracking report

1. Open Connect System Management > Organization > Management Tracking Report.

Tip! You can launch the Management Tracking Report from any Connect application. It's located in the Reports menu.

 

2. Select the report definition.

Click here to learn more about the Caselle Master report definitions for Management Tracking Reports.

3. Select the report date range.  

Filter tracked changes by report date range.

 

3. Click GO (CTRL+G).

The report prints the previous value and current value stored in tracked fields.

Including changed items, management tracking changes, and deleted items

Use the Definition menu to select the master report that includes the information to print in the report. The master reports include report definitions for Management Deletions, Management Tracking, and Tracking Updates. The Management Deletions definition will include values that have been deleted from management deletion fields. The Management Tracking definition will include changes to management tracking fields. Last, the Tracking Updates definition will include changes to tracked fields that have been selected for history tracking.  

 

Why is the management tracking report blank?

The management tracking report is blank when there aren't any fields that have been set up to track. To set up management tracking, go to Organization > Organization, and then click the Tracking tab. [More]

 

 

 

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