The Folio History Report allows you to report on the changes made to Folios in a given period of time. 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 Folio History Report:
It is important that you filter the report and select only those Folios that you would like to include in your report, so you may choose to include only Incident Forms 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 Folio Template, Entity, Business Unit, Risk Classification or Folio 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 Folio.
You can Export your Folio Report to PDF, to run the report to PDF just click on Export.