Change Summary Report

The Change Summary report shows change summaries when submitting a content item for review or approval, or when setting it as approved, the user has the option of giving a reason for the new item or describing the changes in the item's new version.

Note: By default, the text "New Document" or "New Version" is added to the text box when an owner submits a content item for review or approval or sets it as approved.

Generate the report

In the navigation pane, click Reports, and then expand Content Reports.
Click Change Summary.
Select content items to include in the report, and then click OK.
- All available report options are on the left. The number of selected items displays next to the Content option. To change your selection, click Content.
Note: If you change your content selection after clicking View Report, click View Report again to refresh.
(Optional) Click Arrangement and do any of the following:
- To change the default report columns, click Show/Hide Columns, and then select or click to clear check boxes.
- By default, the sort order is ascending by title. To change the sort column, click a different column heading. Click the same column heading again to reverse the sort order.

Click Detail Options, and then select or clear any of the following options you want included in the report.

Include previous versions	This option includes the change summaries for any previous versions of the selected content items.
Include next versions	If a selected content item is not the latest version, this option adds the change summaries for each later version.
With non-approved versions	This option displays only when Include next versions is selected. Select this option if you want to include the change summaries of versions currently in the Review or Approval status. Note: Selecting Include next versions without selecting With non-approved versions applies only if you select content items in the Archived status that were replaced by a newer version.
Include 'Edit in Current State' summaries	An administrator can make minor changes to an approved document without creating a new version and sending it through the approval process. When a user does this, the system requires the user to summarize changes and create a minor version, appending a period and a minor version number to the major version number, such as 1.1 or 1.2. Selecting Include 'Edit in Current State' summaries adds minor version change summaries to the report. This option does not apply to assessments or campaigns.
With system changes	This option displays only when Include 'Edit in Current State' summaries is selected. The system creates minor versions of a document each time it automatically updates something in the document, such as an inserted field property or a link to another document. Select this option if you want to include change summaries for system-generated minor versions. This option does not apply to assessments or campaigns.
Include Owner/Approver Details	This option adds the names and job titles (if assigned in the users' profiles) of the owner and approver of each content item version.
Include Replaced Documents Details	This options adds a list of documents, if any, each version replaced when it was published. This option does not apply to assessments or campaigns.
Include Assigned Categories	For each included content item, this option adds a list of its assigned categories.

To limit results to a date range, click Date, and then select a range. If you click Custom Range, click the calendar, and select a date or type the dates for From and To, and then click OK.
(Optional) Click Output Format, and then click Standard or Microsoft Excel Raw.
(Optional) To save the current content item selections and option settings for future use, click , type a name and description, click Save and Close, and then click OK.
Note: To access a saved report, click Reports, and then expand My Saved Reports.

Click View Report.
- If you chose the Standard output format, the report opens in a browser window where you can view the report, search within it, send it to another user, print all or part of it, and save it to your local drive in several different formats. See Working with Legacy Report Results.
- If you selected Microsoft Excel Raw, follow the prompts to download and open the Excel file.