View Numbers Data Source History

In
Administration
>
Audit Trail
>
View Numbers Data Source History
lets you to review the Audit Trail for balances imported into the Tax Provision application. In View Numbers Data Source History you will find rows of information that you can filter, sort, and export to Excel.
  • You can select one, all, or various filters to customize the view.
  • You can filter by Dataset, Component Type, Unit, User, To, From, and State.
To View Data Source History Numbers:
  1. Select
    All
    or a specific
    Dataset
    .
  2. Select
    All
    or a specific
    Component Type
    .
  3. Select
    All
    or a specific
    Unit
    .
  4. Select
    All
    or a specific
    User
    .
  5. Select
    All
    or a specific
    State
    .
  6. Select
    All
    or a specific
    To
    .
  7. Select
    All
    or a specific
    From
    .
  8. Select
    Go
    . All of the data saved for the Audit Trail appears in the page. The list appears in sections by Component Type.

Administration - Export to Excel

You can select the Data Source for data entry such as a Permanent Difference, Temporary Difference, Active Workpapers and Data Source Bridge Import.
  1. Select the plus sign to expand the list for review.
  2. Right mouse click and select
    Export to Excel
    .
  3. Select the File name and then
    Save
    .

Data Entry - Export to Excel

You can select the Data Source for data entry such as a Permanent Difference, Temporary Difference, Active Workpapers and Data Source Bridge Import.
  1. Double-click
    Data Source
    for a Component Code.
  2. Right mouse click and select
    Export to Excel
    .
  3. Select the File name and then
    Save
    .