Customer Forum

How to create an audit report to show changes in addresses?

Steph Posted: 2019-10-22 10:48


I'm looking to create a report which is based on an organisations audit / summary of changes, to specifically show where an organisation has had an updated address.

We hold on each organisations main page their address, and we get updates when they change address which we then update on their page. I'm now looking for how I can run a report which will show a list of our organisaitons which have had a change of address within the last 3 months.

I'm stuck on how I go about setting the criteria. I've set it up so far so that I have the following: "Action" ; is not blank, "Record type" = organisation, "Date" = In this and the last three months.

But this is just pulling back any update and not speficially updates to the address which is where I'm stuck.

Any help or adivce would be great !

Sam (Workbooks Online) Posted: Mon, 09.03.2020 - 11:06

To confirm, I'd recommend familiarising yourself with this Knowledge Base page on audit reporting. It should be a case of creating an organisations report, drilling through audit > field changes, and then adding criteria to select the field in question.