Effectively reporting on changes

If you’ve done any reporting in policyIQ, you know just how powerful our reporting tool is. Using filter selections, you can report on pretty much anything that is going on in your policyIQ site. And with our customizable column selections, you can display exactly the amount of detail that you need in your report results.

Change reports are not quite as well-known as our more standard report types, but they offer an extremely valuable insight! These reports give you a look at what changes have – or have not – occurred in your policyIQ site over a selected period of time. And when you look at the long list of change filters we provide, you’ll find that there are a ton of different changes you can report on.

First, let’s take a look at where you’ll find the change filters, so you can start building your very own change report.

Selecting Change filters

Create a new Page report, and then select Changes from the Add Filters dropdown list.  The Changes window will open, with a list of different change types you can select, as shown in the image to the right. change_filter

With all of these change options available, you may be wondering which of these would be most useful to you. As you can see, we’ve given you the ability to report on some very specific types of changes. When was an Administrator Group added or removed? When was an attachment or a linked item added or removed? When was the Page removed from a Folder?

But there are some change filters here that most users would find helpful, once they realize what they can do with them. For example, the Item Field Changed filter can let you see when a specific custom field on a Page has changed. You likely know how to create a report that lists all of your Key Controls within a selected process. The Item Field Changed filter takes your reporting a step further and lets you see when the Significance field on your Control Pages was changed from Key to another value (e.g., Secondary or Non-Key), or vice versa.

Tell me everything! Sometimes, you may just want a comprehensive list of all the changes that have occurred on a particular Page. In that case, you’ll find the Any Change filter to be extremely valuable. Of course, a report like that is likely to bring back quite a few results, so don’t be alarmed if the report takes a bit longer than usual to run.

Pick Columns to determine what detail you want to see in results

Once you’ve made your change filter selections, you’ll want to make sure you’re also choosing columns that will display the most important information related to the report results. There are a number of column selection options that go hand-in-hand with change filters.

Building on our example of changes to the Significance field, you’ll probably want to include a column selection of Change Details. In most cases, this will show you what the previous value in the field was. So within that column in our report results, we’ll see if a particular Page’s Significance changed from Key to Non-key, or from Secondary to Key, and so on. When applicable, this column will also display any notes that a user entered at the time they made a change.

Let us help!

Would you like some help creating a particular change report? Don’t forget that the policyIQ support team is here to assist. Send us an email any time at support@policyIQ.com, and we’ll be happy to help you out!

This entry was posted in Features and tagged , by Stacey Zearott. Bookmark the permalink.

About Stacey Zearott

Stacey is the Client Success Manager for policyIQ. She has a very strong background in sales and operations with over 20 years in the communications sales industry. Not only does she bring this knowledge and background to the team, but a love of theatre, fun hair and just the need for a daily dose of laughter.

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