View Categories Data Source History

In Administration > Audit Trail > View Categories Data Source History lets you to review the Audit Trail for balances imported into the Tax Provision application. In View Categories Data Source History you will find rows of information that you can filter, sort, and export to Excel.

Each entry is identified by user and given a time and date stamp.

Although it is not advised, the categories audit trail can be truncated by adding a system parameter that will clear historical data.

 

Component Type

Defaults to <all> components, but any component type can be selected from the drop-down list.

 

User

Defaults to <all> users, but any user can be selected from the drop-down list.

 

From

Defaults to the current date, but can be changed to any date by either entering a date or selecting the Calendar drop-down menu.

 

To

Defaults to the current date, but can be changed to any date by either entering a date or selecting the Calendar drop-down menu.

 

View By

To view data for All, single, or multiple Component Types, Data Source, Change Type, Users, Date, and Code select the drop-down boxes and filter the data for that purpose.

 

You may also select From: and To: for the calendar to get specific dates to capture data.

 

Select Go, and a list of component types will display for all data that has been captured in the Audit Trail.  You may use the page arrows to page forward, back, to the beginning, and end of the list.