Overview
A Changes Report is the comparison between two data sets from a Report. The first sentence compares the current data to data from an earlier date and time. The second sentence lists the Additions, Deletions, and Changes between the two data sets. A Changes Report cannot be run with large data sets. The report size should be limited to 5,000 records when working with a Changes Report.
Eligible Change Reports Types
A Changes Report can be created for any of the following Report Types:
- Registrations
- Registration Agenda
- Roommates
- Room Reservations
- Registrations and Travel
- Travel Flights
- Travel Reservations
Use cases
Changes Reports are most useful when information needs to be sent to a Vendor regularly. The Vendor receives information about Records that are new. The Vendor receives information about Records that have been removed. The Vendor receives information about Records that have changed since the last time they received the Report.
Locking and editing
Do not select Lock Report until finished building or modifying a Report. Once the report is locked, it will not be editable.
Creating a Registration Changes Report
1. Navigate to Event > Reports.
2. After finishing a Report, an additional option appears under Report > Setup > Changes Report Options to lock the report.
3. This option is available if the selected Report Type is Registrations, Registration Agenda, or Roommates and Room Reservations.
4. Select Lock report to allow Changes Report options.
5. Specify the changes and labels as you would like to see them in a Changes Report. For example, to highlight new records, show new records under the label ADDITIONS.
6. Click Save.
7. Click Run Report to view the Report data.
8. Note: When you run a Changes Report, a wizard appears to select which data you want to return.
9. The current data must be exported at least once before running a Changes Report.
10. The Changes Report is displayed in the Report Results window via Display Format under Reports > Display.
11. If the report is defined to export directly to another format, it will not be shown in the Report Results window.
12. In the Report Results window, the Additions, Cancellations, and Modifications groupings do not appear.
13. There will be a Changes column to the right of the Row column.
14. The Changes column contains Additions, Cancellations, or Modifications, depending on what was entered under Reports > Setup.
15. When the Changes Report is exported, the groupings will be applied.
16. The following export formats are displayed with groupings: Printable HTML, Acrobat PDF, Printable Excel.
Related articles
- Reports FAQ - Generating Reports
- Primary Display Setup