How do I create a Registers and Forms History Report?

The Registers and Forms History Report allows you to report on the changes made to any Register and Form in a given period of time.

Step-By-Step Guide

The report will show you what changes were made to the fields you have selected, when they were made and by whom:


To run this report first, go to the report screen by clicking on Reports at the top of the screen, then select Registers and Forms History Report under the ‘Built In Reports’ column:


It is important that you filter the report and select only those Registers and Forms that you would like to include in your report. To do so click on the Filter bar, then select the field you would like to filter the report by, such as Registers and Forms Template (note: you can only report on one template at a time), Entity, Business Unit, Risk Classification or Registers and Forms Change History Period:


Drag and drop the fields that you would like to include in the report by clicking and holding the ellipsis, and to add more fields start typing in the white box beneath Fields. You can also sort and group your report by different fields, so for example you can create a report and group them by the Entity associated with each Register and Form.

You can Export your Registers and Forms History Report to PDF ONLY. To generate the report, click on Export.