Change Management Summary Report
- 01 Aug 2024
- 3 Minutes to read
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Change Management Summary Report
- Updated on 01 Aug 2024
- 3 Minutes to read
- Print
- PDF
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This report is a graphical representation providing insights into the change requests created. The report provided detailed information about the change request ID, creation time, impact, risk, etc. for the change requests created.
The Change Management Summary report is displayed below.
Figure: Change management summary report
The following table explains the tabs available on the report.
| Fields | Description |
| Change Request ID | Displays the change request ID number. |
| Registration Time | Displays the registration date and time or the log time of the change request. |
| Location | Displays the location for which the change request is created. |
| Requested by | Displays the name of the requestor of the change request. |
| Change Type | Displays the change type such as standard, normal, or emergency. |
| Status | Displays the status of the change request such as awaiting authorization, new, successful, etc. |
| Category | Displays the category of the change request. |
| Impact | Displays the impact of the change request. |
| Priority | Displays the priority of the change request. |
| Risk | Displays the risk involved in implementing the change request. |
| Workgroup | Displays the workgroup associated with the change request. |
| Analyst | Displays the name of the analyst assigned to the change request. |
| Planned Start Time | Displays the planned start time to implement the change. |
| Planned End Time | Displays the planned end time by when the change will be implemented. |
| Actual Start Time | Displays the actual start time for implementing the change. |
| Actual End Time | Displays the actual end time by when the change will be implemented. |
| Solution | Displays the solution provided for implementing the change request. |
| Change Category | Displays the change category associated with the change. |
| Trigger for Change | Displays the reason that triggered the change request |
| Closure Code | Displays the closure code used to close or resolve the change. |
| Is Change Successful | Displays if the change request implementation was successful or no. |
The following table explains the options available on the toolbar on top of the report.
| Toolbar components | Description |
Pagination  | Displays the number of pages available on the report page. Click on the dropdown to view the number of pages. To access a certain page, click on its corresponding number. |
First page  | Click the first page icon to navigate to the report's first page. |
Last page  | Click the last page icon to navigate to the report's last page. |
Previous page  | Click the previous page icon to navigate to the previous page of the report. |
Next page  | Click the next page icon to navigate to the next page of the report. |
Toggle Multipage mode  | Select the toggle multipage mode to navigate between multiple pages of the report. |
Zoom  | Allows you to magnify the content on the report page.
|
Highlight Editing Fields  | This option highlights any editable fields available in the report. It is enabled only if there are any editable fields. |
Print  | Click the print icon to print the report. You can print the current page of the report. |
Print Page  | Click the print page icon to print multiple pages of the report. |
Export to  | You can export the report to PDF, Excel, and Image. To export the report to a specific format, click the dropdown menu to select it. |
Search  | Click the search icon to search for any text in the report. The search panel has two options to search text. Figure: Search
|
Full Screen  | Click the full-screen icon to view the report in full-screen view. |
Filters
Click the filter icon to view the preview parameters. In the preview parameters, you can filter the report content with the available filters.
Figure: Preview parameters
The following table explains the filters available under the preview parameters panel.
| Filters | Description |
| Category | From the category dropdown, select the category for which you want to filter the report data. |
| Location | You can select the list of locations to filter the report data. |
| Workgroup | You can select the list of workgroups to filter the report data. |
| Analyst | You can select the name of the analyst from the dropdown list. |
| Change Type | You can select the change types to filter the report data. |
| Date | You can select the date range from the calendar to filter the report data. |
| Priority | You can select the list of priorities to filter the report data. |
| Impact | You can select the list of impacts to filter the report data. |
| Status | You can select the list of statuses to filter the report data. |
| Reset | Click reset to reset the preview parameters. All the parameters will be reset to default values. |
| Submit | After selecting the preview parameters, click submit for the filters to be applied. |
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