View History from Dashboards
  • 1 Minute to read
  • Dark
    Light
  • PDF

View History from Dashboards

  • Dark
    Light
  • PDF

Article summary

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.

In Practice

Accessing History from Dashboards

  1. From the left menu, select the Dashboards option. 
  2. Click on any dashboard to view the related chart details.
  3. Right-click on any parameter of any chart and click Drill Through to view the related Drill Through report.
  4. Double click on any record in the report.
  5. The History of the record is displayed, or an appropriate message is displayed if the record has no data change history.

    Disable the History toggle to stop the detailed view.
Note
Along with being on Ivy Framework, make sure that the Planful support team has enabled this feature in the backend to use this feature.

Was this article helpful?

What's Next