History Report

Modified on Mon, 2 Feb at 6:26 PM

TABLE OF CONTENTS

History Reports
Viewing a History Report
Further Support

History Reports

Overview

ManagementStudio records the history of updates made to items within each module, including details such as the user responsible, a description of the change, the date and time, and other relevant information. This audit history is accessible via the History Report button found in the ribbon of each module.

Types of History Reports

The available types of history reports in ManagementStudio are:

Details History: Shows all audited changes from the details tab.
Custom Form History: Displays audit logs for items changed via custom forms.
Survey History: Tracks all audited responses and amendments to surveys.
Test Sign-Off History: Displays audit information for test sign-off forms.
Links History: Provides a record of all audited changes made in the links table.

History Report Interface

The History Report displays records related to the creation and latest modification of items. It provides a grid showing:

Field modified
Old value
New value
User who made the change
Timestamp of the change

Given the potentially large volume of data, the grid includes controls for filtering and limiting content based on criteria such as date, data source, or custom filters.

Limiting the Content Displayed

At the top of the History Report window, a series of filtering and grouping options are available:

History Filters

Options: Access general report settings.
Report Type: Select the type of history to display (e.g., Details, Survey, etc.).
Include Title: Show or hide item titles in the report.
Verbose Details: Enable to see additional information in the grid.
Date Range:
- Start: Specify the beginning of the reporting period.
- End: Specify the end date for the report.
Filter/Group: Apply custom filters or grouping criteria to organise the data.

Data Source Filters

Note: The available options may differ by module.

All Deployment Units: Include all deployment units in the report.
Explicit Deployment Units: Limit results to selected deployment units.
Select Processes: Filter to deployment units involved in particular processes.
Select Processes Status: Filter by process status.
Select Blueprints: Filter by deployment units within specific blueprints.
Select Deployment Unit: Select individual deployment units.
Datamining Source Filter by a datamining report.
Include Archived: Add history from archived items to the results.
Include Deleted: Add history from deleted items to the results.

Control Bar Functions

The Control Bar provides quick access to commonly-used actions:

Search Grid: Search records by keyword.
Clear Search: Remove search filters.
Toggle Column Group Bar: Show or hide the column grouping controls.
Select All: Select all records in the grid.
Select None: Deselect all records.
Invert: Invert current selection.
Pivot to Table: Switch to table view.
Pivot to Chart: Switch to chart view.
Copy to Clipboard: Copy grid contents.
Export to Excel: Export current view to Excel.
Export to CSV: Export current view to CSV.
Help: Access documentation.

Viewing a History Report

To view a history report for all Deployment Units currently in the 4. DU Locked\On Hold process:

Navigate to the Deployment Unit module.
Select the History Report button from the ribbon.
Specify the desired date range.
Click the Data Source tab.
Ensure that Select Process is chosen.
Click Add Process and select 4. DU Locked\On Hold.
Click Run History Report.
The grid will show all history related to deployment units in the selected process.
You may export the displayed report by following the instructions in the Exporting Records article.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or to submit a support request.