View change history

As you work on your plan you and your colleagues naturally make many changes. How do you see the audit trail? In Sage Intacct Planning, you'll find this in the Change history screen.

Start

1. Open a plan.

2. From Actions, select View change history.

3. Filter which changes appear in the change history grid. For more information, see Change history filters.

4. View the changes in the change history grid. For more information, see Change history grid.

5. Select and then select one of the following:

   • Show changes in your plan: Enables you to view the changes in your plan which appear with a light blue shade.

     Example of Show changes in plan

     

   • Merge all changes: Ignore selected filters and merge changes from current version to another plan.

   • Merge filtered changes: Merge changes per your selected filters from current plan to another plan.

     For more information, see Merge changes.

   • Export: Downloads the filtered changes to an Excel file.

Change history filters

The following table describes the change history filters:

Filter	Description
From	Select the date from when to show changes.
To	Automatically set to the current date so you always see the latest changes.
Show last changes only	Determine the extent of cell history that appears: Checked: (Default) Only the last changes made to each cell appear. Unchecked: All changes made to each cell in the history of the plan appear. Example You change a cell from 100 to 200, and then to 300. If Show last changes only is checked, only the change from 200 to 300 appears. If Show last changes only is unchecked, both changes from 100 to 200 and also from 200 to 300 appear.
Include merge records	Determine if merged changes appear: Checked: (Default) Includes changes that result from a merge. Unchecked: Excludes changes that result from a merge.
User / Account / Dimensions	Filter which changes appear by user, account, or dimension.
	Select which dimensions to filter by.
Reset	Reset all filters to default.
Description of change history filters

Change history grid

The following table explains the change history columns:

Column	Description
Icon	signifies a change made by a user. signifies a change made by a merge. See Merge changes.
Date and time	The date and time of the change.
User	Name of user that made the change.
Account	The account that the change affected.
Dimensions	Dimensions associated to the affected account.
Time period	Month of change. If the year total value changed, the year appears, for example 2028. If a formula was added, removed, or changed, All appears.
Previous	The cell value before the change. If a formula changed, appears. Hover over it to view the previous formula.
New	The cell value after the change. If a formula was added, appears. Hover over it to view the new formula.
Description of the change history table columns