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View Categories Data Source History

  • In
    Administration > Audit Trail > View Categories Data Source History
    , you can review the Audit Trail for balances imported into the Tax Provision application. Data is displayed in a table 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 managed by adding a system parameter that will clear historical data.
View Categories Data Source History
Notes
Component Type
Defaults to <all> components, but any Components 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.
  • 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.

This article applies to:

  • Product: ONESOURCE Tax Provision