FundPanel allows for fields on each object to be tracked historically. This can be useful for a number of reasons - for example, when an auditor needs to know if investor information (EIN, address, etc.) has been updated within the last year.
Currently, historical field tracking is not enabled by default for any of our FundPanel orgs. It can be enabled per-field on each object (Account, Contact, Company Summary etc.) Once enabled, these field changes will be tracked in a list view below the record. Historical field changes are also available for reporting within FundPanel.
Follow the steps below to enable history tracking for an object. In this article, we will be using the 'Contact' object as an example, however the process is similar for all FundPanel objects.
Enabling History Tracking
1. Navigate to Setup -> Contact -> Fields
2. Press 'Set Historical Tracking' at the top of the page above the fields
3. Check off the 'Enable Contact History' checkbox -> this will reveal all of the fields available to track historically
4. Check off all the fields that need to be tracked
5. Press 'Save'
Creating Historical Reports
Now that history tracking is enabled for our FundPanel object, we have access to historical reports.
1. Navigate to the Reports tab and search for "History". Select the object to be reported on - in this example, we will use the Contact History report.
2. Press 'Create' once the report type has been selected.
3. The report should automatically pull in historical field changes for the object. The columns for this report, as depicted below, will offer insight into which fields have been changed along with who changed them and what changes were made. Drag and drop fields and add filters as needed.
4. Historical field changes can also be viewed on each record within a list view:
