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Records

You have available a list of events that occurred in your work with GIDE. The list of records is in the window below Dataroom’s main work area, in the Records tab. The following types of events are recorded:

Records at model level:

  • Adding and deleting a model
  • Closing a year
  • Changing a model’s currency
  • Changing the current month
  • Resetting a model
  • Changing a model’s lower limit
  • Changing a model’s upper limit
  • Copying a budget into a plan
  • Copying a plan into a budget

 

Records at accounts level:

  • Adding and deleting an account
  • Changing an account’s formula
  • Changing an account’s currency
  • Importing an account
  • Resetting formulas and values in an account
  • Making a change in consolidating an account

 

Records at cell level:

  • Manually defining values in a cell
  • Changing the formula in a cell
  • Importing values to a cell
  • Resetting values in a cell

 

Time Range Filter

By clicking on one of the buttons in the Time Range section, you can display only the records of a specific period:

  • 1 – For the period of the last month
  • 3 – For the period of the last three months
  • 6 – For the period of the last six months
  • 12 – For the period of the last twelve months
  • X – For a period with no time limit

 

Filter by Activity

By clicking on one of the buttons in the Data Level section, you can display only the records for specific activities:

Display Deleted Models

Mark a model of your choice, then click on the Deleted Models icon. The list of records will display all models deleted during the relevant time range.

Display Deleted Accounts

Mark an account of your choice, then click on the Deleted Accounts icon. The list of records will display all accounts of a given model deleted during the relevant time range.

Display All Records in a Model

Mark a model of your choice and then click on the All Logs icon. The list of records will display all records of a given model, model accounts and all cells for the relevant time range.

Display a Model’s Records

Mark a model of your choice and then click on the Model Records icon. The list of records will display all records of a given model for the relevant time range.

Display an Account’s Records

Mark a model of your choice and then click on the Account Records icon. The list of records will display all records of a given model, and of the model’s accounts, for the relevant time range.

Display a Cell’s Records

Mark a model of your choice and then click on the Cell Records icon. The list of records will display all records of a given model, and of the model’s accounts and cells, for the relevant time range.

 

Entry Filters

Records for Accounts Only

Mark an account of your choice, click on the Account Records icon, and then on the Accounts Only icon in the section of Entry filters. The list of records will display all records for the account of the model during the relevant time range.

Records for Cells

Mark a cell of your choice, click on the Account Records icon, and then on the Cells Only icon in the section of Entry filters. The list of records will display all records for the cell of the account during the relevant time range.

Records for Cells of All Data Types

Mark a cell of your choice, click on the Account Records icon, and then on the All Data icon in the section of Entry filters. The list of records will display all records for the cell of the account, of all data types, during the relevant time range.

 

Updating Records

Automatic Update

Mark a model, account or cell of your choice, then click on the Real Time icon. In the list of records, all records will display by settings of filters to be automatically changed according to the marked cell, account or model.

Manual Update

Mark a model, account or cell of your choice, then click on the Reload icon. In the list of records, all records will display by settings of filters for the marked cell, account or model.

 

 

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