Archiving
Overview
The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions
Procedure
You can either setup during uploading the data file or any time later.
If you have uploaded the data file already. Please follow the below process for archiving.
- From the BudgetLink Sales Pivot menu Go to 30.Settings/Data Files.
- Click Manage Data Files button.
- From the pop out select the data file you will need to archive and click on edit data file.
- In the data file setup dialogue to the bottom of the window.
- Under Get Data Options click the dropdown. You will see the below options.
1.Archive and retain historical data recorded prior to a FIXED DATE.
With this option you will be able to select the date to archive the
2.Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.
3.Archive and retain historical data recorded prior to the PURGE DATE.
- Select the option you will require and click OK.
Done.