|Doc. Number||Article Title||Effective Date||Version|
|FHC-XX||Status Change Report||March 03, 2023||1.0|
This article was developed to describe the Status Change Report provided by the Forth CRM. The Status Change Report illustrates when status changes occur in the Forth system and records the system user that facilitated the status change as well.
It is divided into the following sections:
- Report Refinement
- Data Graph and Filtering Capabilities
- Report Table
- Report Customization and Export
To access this tool, log in to the CRM and click the Reports tab. Scroll down and select "Status Change" (see the red highlighted area below).
Data Filtering Capabilities
By clicking the "Today" dropdown option at the top right of the page (see the image below), you can either select specific dates to filter by using the calendar view, or you may select from several filters shown below on the left side of the page if you click on the second "Today" dropdown. These include but are not limited to: Today, Tomorrow, Yesterday, This Week, Last 7 Days, Last 15 Days, Last 30 Days, Last 90 Days, etc.)
The report table will reflect the data that you have specified via filter options (see the sample image below).
Report Customization & Export
You can click the "Export Current View" button to export a report using your current filter settings (see below highlighted in Red) into a comma-delimited file format (.csv). You may also customize fields and records per page, as well as the date format using the Customize Table option (see below highlighted in Blue).
The report table will reflect the data that you have specified via filter options. Those customization options are shown in the image below:
Article Version History:
|0.1||08/01/2022||Minor Updates To one screenshot|
|1.0||03/03/2023||Added header and version control footer; Refreshed all screenshots and language (where needed) to reflect the current user interface; Added introductory section; Removed reference to deprecated chart functionality.|