Workbooks provides an extremely powerful and flexible reporting engine which allows you to extract information from your database in the way that best suits your busin ...
To report on audited records you can either create a report based on Audit Records or use a report based on another object type, such as Opportunities, and link to audit information. (To find audit information use the breadcrumb on More Columns.) For more information on Audit in general, click here.
Below are some examples of Audit Report that you might find useful. Reporting is not limited to these examples and you may have other reporting requirements.
This is a simple list report, showing as many columns as you want, with criteria applied to narrow down which records are returned.
The resulting report will look something like the one in the screenshot below. Notice that there are multiple rows for the same request (eg, request 16,602, which is highlighted). This is because the single action of deleting a record also deletes all the relationships that existed between that record and others on your database. If you simply want to see which records (rather than relationships) have been deleted you can add a criterion to remove any rows where the Reference is blank.
This report calculates how many Opportunities have been won this quarter, summarised by salesperson. It assumes that the Assigned To field is used to capture the salesperson's name and uses audit to identify the date that an Opportunity changed to Stage 5 - Closed Won, regardless of what stage it was at previously. You probably use different Opportunity Stages to identify won deals, but the same theory can be applied.
Imagine that you have a Case status value of In Progress and you want to build a list report showing how long the Cases that currently have an In Progress value have been in that state.
NOTE: You might also want to report on how long a record spent in a state, regardless of whether or not it's still in that state. This requires a different report.
There are several aspects to this report; you need to limit the results to those records that currently have a status of In Progress. In addition, you also need to limit the results to those where the change to the record was to change the Status to In Progress (irrespective of what the Status was prior to this). Once you have this subset of data, you want to identify the most recent time that the Status changed to In Progress (because in theory it could move in and out of this Status multiple times), and then calculate the time difference between now and when it was most recently changed to In Progress. Finally, you will need to summarise the report to make sure you're only looking at one row per Case.
Begin by creating a report based on Case records.
Next, apply the criteria you want to use to narrow down the results. (Because auditing logs every change to a record, the resulting reports may contain a large volume of data. For this reason we recommend that you apply your criteria before adding any calculated columns to limit any delays in displaying the report.)
DATEDIFF(curdate(), MAX( audit_records.fields.created_at))
You don't need to keep the column that calculates the most recent time the Status field was changed so you can delete it or hide it.
If you click Refresh preview you'll see that the report shows just one row of data. This is because the results have been aggregated as a result of using the MAX function. To see individual records, open the Summarise by tab and summarise by the Object reference.
Your resulting report should look something like the one below (click to enlarge).