Viewing History from Reports

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

What is a Drill Through Report?

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. Additionally, the History feature in this report allows you to track and verify the updates made to the source data. It provides details such as who changed the data, the timestamp of the data change, and the details about the changes.

Note:

This feature is only visible when enabled by Planful Support.

How to Access History from Dynamic Reports?

To view history and track changes in dynamic reports, do the following:

1. Navigate to Reports.

2. From the File Cabinet drop-down, select the desired report.

   

3. Double-click on the cell for which you want to view the Drill Through report.

   

4. Click on the record for which you want to view the history, and then turn on the History toggle button.

   

5. The record’s history appears in the right pane. If history does not exist, a message stating no data changes in the history appears in the right pane.