đ Overview
The Field Changes report gives you a history of changes made to customer fields, such as emergency contact details, phone number, address, or marketing preference.
This guide explains how to open the report, filter it to the fields and dates you need, and download the results.
đ Viewing the Field Changes Report
To open this report, go to Reports â Customers â Field Changes, or open it directly here.
Once you are in the report, you can filter by the fields and dates you are interested in. In the example below, the report is filtered by "address" and "phone" over the last 30 days, giving a list of customers who updated either of those fields in that period.
To download the report, click the Download button in the top right corner.
đĄ You can also be emailed whenever a customer edits a field, rather than checking the report. See How to edit the notifications settings of an existing staff member here.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Which customer fields does this report track?
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Click the arrow to see the answer
The report covers changes to customer profile fields, including details such as emergency contacts, phone number, address, and marketing preference.
Use the field filter at the top of the report to see the full set of fields you can report on.
Can I be notified when a customer changes their details?
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Click the arrow to see the answer
Yes. Rather than checking the report manually, you can set up a notification so you receive an email whenever a customer edits a field.
To set this up, see How to edit the notifications settings of an existing staff member here.
Where can I see all the other reports available?
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Click the arrow to see the answer
For a full list of every report, organised by category, see An Overview of Reporting here.