Shopperations keeps track of all actions that impact the Disbursed Budget amount for a budget. You can view the history of your budget through recorded actions in the downloadable Budget Change Log report.
Actions tracked:
- Budget Created
- Budget Deleted
- Budget Increased
- Budget Decreased
- Transfer In
- Transfer Out
Each time one of these actions is taken, we record the following information:
| Transaction ID |
| Date/Time |
| Action |
| Action Label |
| Change Amount |
| Action Taken By |
| Change Description |
| Budget System ID |
| Budget Name |
| Budget Owner |
| Team |
| Retailer |
| Budget Category |
| Budget Brand |
| Budget Product |
| Budget Type |
| Budget ID |
| Budget Designation |
| Disbursed Budget |
| Allocated Budget |
| VAR (D-A) |
To export the Budget Change Log:
1. Go the Budgets Page in the main navigation menu.
2. Click the Export button in the upper right corner, and select Export Change Log.
3. The Change Log will be exported to your computer's Downloads folder. Once opened, you can add filters for simple queries or build a pivot table for more complex views.
Please reach out for help with building a customized report from the Change Log data if needed.