How to Manage the Time Machine

How to Publish Time Machine Reports

Begin by navigating to your Tier 1 Spend Dashboard App > select & apply data filters to view

1. Once you are at your Tier 1 Spend Dashboard, access the Time Machine console by clicking on the Time Machine icon.

     

2. Click on “Publish New” button

3. Select the year to freeze.

4. Indicate which report quarter(s) you wish to freeze data for. 

5. Optional – Choose a date for “Include data entered before” to specify how current the demographic data should be for your report. Leave this field blank to include all available data up to today. (learn more below)

6. Click on the Submit button

While your report is being generated, the console will show the report as "queued".

What does “Include data entered before” mean?

This optional field lets you choose how recent the demographic data should be. For example, if you only want to use data known as of March 31, 2022, select that date, even if more data was added later. This can be helpful if you want to set a fixed cutoff date for reporting purposes.

If you leave the date blank, the system will include all available data up to the current moment when generating the published 'frozen data' reports.

How soon will my data be ready?

Publishing your Annual Report can take a few seconds or a few minutes depending on how many “Publish” requests are in the queue.

After your data is published, it is effectively “locked” and available to be viewed in the Tier-1 dashboard, reports, downloads etc.  This icon will show the number of published annual reports available in your library.

How to Un-publish (unfreeze) Reports

1. Access the Time Machine console via Tier 1 Spend Dashboard

2. Click on the lock icon in the row of data you wish to unpublish

3. The system will ask you to provide a reason for unlocking the data. This step is important because all locking and unlocking actions are recorded to maintain an audit trail.

 

4. Now your report is unlocked and only live data will be displayed for that time period until you publish your report again.

Click here to view a step by step tutorial to assist with time machine settings