Question

Photo of Dave Brown

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REPORTS: Record Status Last Modified Date Time

3

I have a report that uses the following Data View criteria:

"Record Status is 'Active' AND Connection Status is 'Attendee' or 'Member' AND In group of group type: Family, with role(s): Adult AND Is Deceased is False"

The report includes the following fields:

  • PERSON NAME
  • RECORD STATUS
  • RECORD STATUS LAST MODIFIED DATE TIME

The purpose of this report is to identify persons who have had a recent record status change TO ACTIVE so I added a descending order sort on the RECORD STATUS LAST MODIFIED field.  However, the report does not show any data for that field, although I know (by virtue of looking at PERSON HISTORY) that several profiles were changed from PENDING to ACTIVE today.  Thoughts?

  • Photo of David Leigh

    0

    Dave,

    I have looked through the code, and I can't find any usages of this field. Also, there are no records in our database that have a value in this field, so my best guess is that this is either a left-over or intended for future expansion.

    We had a similar need to identify person records that had been merged within a certain period of time, and our approach was to do the following:

    1. Create a Data View (Applies To=History) that shows all history records relating to the change (by looking for key words in the Caption or Summary fields).
    2. Create a Data View (Applies To=Person) using the Filter Type "History Data View" to show all of the people that are connected to the History records returned in step 1.

    Perhaps a similar approach would work for you?

  • Photo of Dave Brown

    0

    I successfully created the Data View (Applies To = History; called it "RecentlyActivated_History") contemplated in step 1 and it shows up in my data view hierarchy under the category "Testing for Future Reporting" below.  However, when I attempt to create the Data View (Applies To = Person) contemplated in step 2, the existing Data View ("RecentlyActivated_History") is not selectable (e.g., not in the existing data view dropdown list).  I tried waiting a few minutes to see if the dropdown list had some latency for newly created, yet existing, data views.  Nothing materialized in the dropdown list.

    20160418RockRMSHistoryDataView.jpg

    • David Leigh

      David Leigh

      You need to change the Filter Type to "History Data View" rather than "Existing Data View".
      I admit, this is confusing - Existing Data View actually only refers to other Person Data Views, so the terminology needs to be changed here.

    • Photo of Dave Brown

      0

      Thanks David!  I this fully resolves the present gap.  I would find it valuable to have bona fide data in the Record Status Last Modified Date Time field (and creating a companion "Connection Status Last Modified Date Time") for reporting purposes.  Is there a better place to submit such a request?