Viewing History from Reports

You can view the history of the data changes on the source data. From the Drill Through report, you can double-click on any record to view the history. You can view the information like who changed the data, the timestamp of the data change, and the details about the changes.

A Drill Through report provides a detailed analysis of the source data, notes associated with the source data, and a drill-down of the roll-up members. Though this is useful information, the history of the source data was not available. Therefore, a History feature has been introduced to verify the updates made to the source data. It provides information like who changed the data, the timestamp of the data change, and the details about the changes.

How to Access History from Dynamic Reports?

1. From the left menu, click the Reports option. 
2. From the File Cabinet dropdown menu, select the required folder. The reports related to the selected folder are displayed.
   
3. Click the required report to view the report details.
4. Double-click on the cell for which you want to view the related Drill Through report.
   
5. Double-click on the record or select the record and then enable the History toggle button for which you want to view the history.
   
6. The History of the record is displayed, or an appropriate message is displayed if the record has no data change history.