The Updates History module is where users can view the history of batches that have been delivered, currently in delivery, or observe specific items sent to platform that have just been pushed through.
This article will cover navigating the following in Updates History:
To access Updates History, please click on the navigation bar located on the top of the page, click on Updates and select Updates History.
Here, the user can see 3 different tabs: Batches, Batch items, and Pending batches.
Batches
The “Batches” tab is the main area that gives a bird's eye view of all batches that exist in the UI:
When the user clicks on Batches under Update History, they see the 'Columns' button in the top-right corner of the page. The Columns populate the relevant data on the page. These Column headings can be customized as per the user's requirements.
All types of batches will appear here: sent, pending, and draft batches. For more information on the Batches tab, click here.
Batch Items
To see the titles included in a batch, first click on a batch name, which will take the user to the “Batch items” tab. In this tab, all specific metadata being pushed through the batch will be shown:
The user can navigate to the Batch items tab without clicking a specific batch name if the user wants to see individual line items of all the updates their organization has pushed through.
Within “Batch items”, information such as the title, retailer, pricing, status of the update, and more will appear. For detailed information on Batch Items, please click here.
Pending batches
Any updates that are being sent through will show up in this tab:
The number of batches currently underway will appear next to “Pending batches”, as seen above. Clicking on any batch name will bring up all the titles/retailers included in that batch.
Just under the Pending batches tab, there are various numbers:
The total number of updates included in all batches, as well as what's currently being delivered/pending to deliver, appear here. The 60s denotes that the page refreshes every minute.
- For detailed information on Pending Batches, please click here.
Columns
Columns in each tab can be customized per the user's preferences. This can also prove useful as the less data provided to the UI will improve its load time.
To show or hide any column headings from view. For instructions on how to perform this action, please click here.
Exporting Results
In any of the tabs in Updates History, the user can click the “Download” button located in the upper right of the UI, to the left of the Filters menu.
The user should keep in mind that if they click this button, it will download all data collected in the filter, along with all available fields and each batch item's status.
For the Batches page, this means that if the user clicks this button, it will download all batches listed in the results unless the user filters further.
Once the user clicks Download, they will receive the following notification letting them know the data export has initiated
Once the Updates History file has completed exporting and is ready to download, the user will see the notification bell in the upper-right of the UI display an available notification. The user should click this button, where it will take them to the Notifications page:
Once on the Notifications page, the user will see under the Subject column that their Updates history download is ready. The user should click "Your Updates history download is ready".
Clicking the subject title will take them to the download page of the .zip file that contains the .csv file containing the relevant Updates History data to download.
The user should click the "Download" link and unpack the file for their review.
Filters
To the right of the Download button is a Filter button that allows the user to see how many filters are active on a given tab of Updates History.
Further to the right of the Updates History page is the corresponding Filters menu that allows the user to drill deeper into available data.
For the Batches tab, filters used will search across all batches for data that pertains to specific batch items instead of data visible in the Batches header.
- For more information on utilizing Filters, click here.