Tracking Views

New in Version 2021, XFRACAS now allows you to generate reports showing who has viewed transactional records.

Your Reports page may already include links to reports that have been configured to display "view" information; if not, you can easily add this info to any standard incident, problem, project, CSI, action or failure analysis report as follows:

  1. Open the Report Builder page (Options > Designers > Report Builder).
  2. In the Select Report drop-down, choose Standard Report and one of the following record types:
    • Incident
    • Problem
    • Project
    • CSI
    • Action
    • Failure Analysis
  3. Configure the report as you normally would and use the Additional Fields drop-down list to add the Viewed and Viewed By fields. Be sure to enable the Show option for each.
  4. Click Generate to build the report. The “Viewed” and “Viewed By” columns should be populated for any record that has been opened at least once.
    • “Viewed” indicates when the record was viewed, in UTC date-time format.
    • “Viewed By” indicates who viewed the record, in last name / first name format.
  5. If desired, save the report for future use.

Note that the report may include multiple instances of the same record (one for each view).

Related Topics and Links