Overview
The Daily Plan Report audit report tracks when a daily plan was created, changed, or deleted, and who made the change. Use this report to review the history of daily plan activity across your organization.
Things to know
To access this report, go to the Audit Report section in the Reports module and select Daily Plan Report from the menu.
The report includes a set of default fields. You can also add additional fields to customize the data shown.
Default fields
The following fields display by default when you run the report.
Field | Description |
|---|---|
Audit Action | The type of change that was made. Values include: Insert (a value was added to the Daily Plan field for the first time), Update (an existing value in the Daily Plan field was changed), and Delete (the value was removed because an Opportunity status was reset to Bidding, or a Work Ticket or Work Ticket Visit was removed). |
Created By | The person who created or updated a daily plan value. |
Created Time | The date and time when the daily plan was created or updated. |
Daily Plan | The number of items listed for a day's work. |
Item Name | The name of the service item associated with the daily plan entry. |
Route | The route the visit is scheduled under. |
Scheduled Visit Date | The date the visit is scheduled to occur. |
Additional fields
You can add the following fields to the report for more detail.
Field | Description |
|---|---|
Division | The division associated with the daily plan entry. |
Item Alt Name | The alternate name assigned to the service item, if one exists. |
Last Modified By | The person who most recently changed the report. |
Last Modified Time | The date and time of the most recent change to the report. |
Last Name | The last name of the person who modified the daily plan. |
Work Ticket # | The work ticket number associated with the daily plan entry. |