Generate the CR Details report
The Change Request (CR) Details report includes the following information:
- Overview
- Item number
- Item name
- Status
- Revision note
Follow these steps to generate the CR Details Report.
- Navigate to the Business processes (
) section of a project. - Select the Change requests tab.
- From the Change requests dashboard, double-click the CR for which you want to generate a report to open it.
- On the selected CR's main page, click more actions (
). - Select Reports > CR Details.
Note: If your organization has any custom CR reports, these will be listed here as well.
Upchain notifies you that the report creation is in progress.
You will receive an email when the <Project#-CR#-CR_Details-YYYYMMDD-HHMM>.xlsx report is ready. Click Download to save the report locally and view the report.
Refer to About reports to learn about the other types of reports available from Upchain.