Comparison reports streamline how you review and validate client‑submitted information by highlighting what has changed between form submissions. Whether you are checking updates within a single form instance or comparing multiple submissions over time, comparison reports give you a clear, efficient way to track client data changes.
A comparison report analyses differences in data fields within or between digital forms. It identifies:
- New information added
- Information updated
- Information removed
- Changes in statuses across the form lifecycle
This allows professionals to verify the accuracy of updates, quickly spot inconsistencies and maintain an audit trail of all changes.
A download of the report can also be prompted in either a .csv spreadsheet or .pdf document.
To Download a Comparison Report
- From the left-side navigation menu, select Digital Forms and then select the relevant form (e.g. 'Fact Find' > 'Detailed Financial Profile').
- Navigate to the relevant status tab (e.g. 'Complete'), and from the 'Action' tab for the client, select the 'Compare Report' icon:
- A pop-up will appear asking you to select Status A and Status B. Status A must be an earlier version of the form, such as Open – Not Sent. Status B must be the most up‑to‑date version, such as Complete.
Set the statuses and select 'Generate tracking report' - You will then see the Change Tracking Report. Select Download, then choose your preferred format (.csv or .pdf). The file will download to your device automatically.
Note: if activating the 'Show only changed items' toggle, the downloaded report will only contain changed items