Accessing Past and Archived Data

Objective

After completing this lesson, you will be able to access past and archived data.

Access Past Data

You can access data from past time intervals using the Past Data functionality.

The Past Data functionality automatically moves documents that have aged out of general list views and into Past Data list views in order to declutter general list views and maintain organization. Note that you lose visibility into aged documents unless you view them in the corresponding Past Data list view.

screenshot of Past Data section of the Admin Menu, the, Past and Archive Data link is highlighted
1To access past data, select Past and Archive Data from the Past Data section of the admin menu.

Past Data Selection Page

screenshot of the past data selection page, the Past Data tab is selected and the View field dropdown menu is highlighted and active, showing all of the modules for which past data can be retrieved, the Job Posting link is highlighted

The Past Data selection page contains 2 tabs: Past Data and Archive Data. The Past Data tab is active by default.

2To access the appropriate module, select the View field dropdown menu…
3…and select an appropriate module from the list.

Past Data List Page

screenshot of the past data list page highlighting the Period fields, the Apply Filters button, and the data that appears as a list when the filters are applied
4On the Past Data page for the selected module, enter the desired time Period in the past, along with any other information you would like to filter by,
5and select Apply Filters.
6Any data within those parameters will appear in the list.

Viewing Past Data from a List Page

screenshot of the Job Posting list page with the View More Items menu selected and highlighting the View Past Data and View Archive Data options
7Alternatively, you can access Past Data directly from a list view—such as a Job Posting List page—by selecting the View More Items menu and choosing View Past Data.

Access Archived Data

screenshot of the archive data selection page, showing the listings available for date archived for Contingent labor, Services, Worker, Payment, Reports, and Downloads

Any data that has been closed for over three years is considered archived. To review this data, you would select one of the modules listed on the page.

Then, as with past data, you would enter a desired period and select the Apply Filters button to view the list of data within the selected parameters.

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