Accessing Past and Archived 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.

Past Data Selection Page

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

2	Past Data and Archive Data tabs. The Past Data tab is active by default.
3	To access the appropriate module, select the View field dropdown menu…
4	…and select an appropriate module from the list.

Past Data List Page

5	On 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,
6	and select Apply Filters.
7	Any data within those parameters will appear in the list.

Viewing Past Data from a List Page

8	Alternatively, 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 or Archived Data.

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.

The aim of the Past and Archived Data functionality is to keep general list views organized by automatically moving older documents to Past Data views.

Key Points:

• Choose Appropriate Module: Use the View field dropdown on the Past Data tab to select a module, like Job Posting.
• Filter Data by Time Period: Enter the desired time period and other filters on the Past Data page, then select "Apply Filters."
• Access from List View: You can also access past data from a list page by selecting "View More Items" and choosing "View Past Data."
• Understand Archived Data: Data closed for over three years is archived. Use the Archive Data tab to filter and view this information.