Change_Report – JDXpert

You can find Change Report under Analytics on the left menu.

This function will open with the change report profile grid.

You can easily navigate by using icons and the ellipsis in the left column.

Each change report in the profile grid shows the Report Options that were selected--for example, whether the report will show the job's Workflow History, Summary Export, or Include In Progress meaning jobs that have a workflow in progress.

If there is a True indicated for workflow history, then the revision version will be shown on the change report. If it is set to False, as it is here, then only the base copy of the job description will be shown. For the Summary Export, if it is set to True, it will show jobs with the selected summary information displayed and if it is set to False, then no job summary information will be shown under Include In Progress.

If Include In Progress. is set to False, then the jobs that are in the workflow will not be included in the change report. And if it's set to True, then the jobs in the workflow will be shown.

The Action buttons to the left of each profile name allow you to quickly add a report, edit an existing report, copy the report to work on the new version, and in the ellipsis, you can choose to delete the report.

To add a report, simply click the Add button.

Enter the name for the change report profile and click Save and Close.

The new Change Report will appear in the profile grid for you to edit. To edit the selected report, click the pencil and paper icon to open the Edit Job Change Report window where you can make your changes to the report.

You will see the tabs where you can make changes.

To copy the selected report, to make a new one, and keep the base version, click the double page icon and simply enter the name of your new report. Click Save and Close to see the new report appear in your profile grid.

And then finally to delete a report, just click the ellipsis and choose Delete.

Once you have your Change Report selected, you can determine your report options. You can choose to select either All Jobs or Selected Jobs.

To select multiple jobs from the list, click the ellipsis under Report Options.

And then Select and Close.

You also have the option to filter on jobs for the Date Type, the Date Last Updated, the Date Job Finalized Workflow, Date Form Last Edited, and Date Job Created. You can also choose a specific date range.

When you are ready, you click Run Report.

This will run the change report process..

You will see the selected change report from the date selected where you can view the change information by clicking on a job and looking at the information below.

If you'd like to export this change report to Excel, click Export Grid and download the file.