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Edit Log

The Edit Log provides a complete audit trail of all forecast changes. It helps you understand what changed, who changed it, and why—essential for forecast accuracy analysis and compliance.

Accessing the Edit Log

Navigate to Demand ForecastEdit Log (or click the Edit Log link from the forecast dashboard).

What’s Tracked

The edit log captures:
InformationDescription
TimestampWhen the change was made
UserWho made the change
SKUProduct affected
ChannelSales channel affected
PeriodTime period(s) changed
Previous ValueValue before change
New ValueValue after change
Change TypeAbsolute or percentage
ReasonUser-provided explanation

Edit Log View

Table Columns

ColumnDescription
Date/TimeWhen change occurred
UserUser who made change
SKUProduct changed
ChannelChannel affected
PeriodForecast period
Old ValuePrevious forecast
New ValueUpdated forecast
ChangeDifference (+/-)
ReasonExplanation provided

Sorting

Click column headers to sort:
  • Most recent first (default)
  • By user
  • By SKU
  • By magnitude of change

Filtering the Edit Log

By Date Range

1

Select Date Filter

Click the date range picker
2

Choose Range

Select:
  • Today
  • Last 7 days
  • Last 30 days
  • Custom range
3

Apply

Log shows only changes within range

By User

Filter to see changes by specific team members:
  1. Click the User filter
  2. Select one or more users
  3. View their changes

By SKU

Find changes for specific products:
  1. Use the SKU filter
  2. Search or select SKUs
  3. See all changes for those products

By Channel

Focus on specific sales channels:
  1. Click the Channel filter
  2. Select channels
  3. View channel-specific changes

By Change Type

Filter by type of modification:
TypeShows
AllAll changes
IncreasesOnly increases
DecreasesOnly decreases
OverridesManual overrides
RevertsRestored to original

Understanding Log Entries

Example Entry

Timestamp: 2024-01-15 09:30:22
User: john@company.com
SKU: Blue T-Shirt M (TSH-BLU-M)
Channel: Shopify US
Period: 2024-02
Old Value: 500
New Value: 650
Change: +150 (+30%)
Reason: Q1 marketing campaign expected to drive additional demand

Reading the Change

FieldMeaning
Old Value: 500Previous forecast was 500 units
New Value: 650Now forecasting 650 units
Change: +150Increase of 150 units
(+30%)Represents a 30% increase

Analyzing Edit Patterns

Common Analysis

Use the edit log to understand: Volume of Changes:
  • How many edits per day/week?
  • Are certain periods heavily edited?
  • Trending up or down?
Change Distribution:
  • Which SKUs get most edits?
  • Which channels have most adjustments?
  • Who makes the most changes?
Change Reasons:
  • What categories of reasons appear most?
  • Are promotions driving many changes?
  • Seasonal patterns in editing?

Accuracy Analysis

Compare edits to outcomes:
  1. Find historical edits for a period
  2. Check what the actual sales were
  3. Was the edit directionally correct?
  4. Was the magnitude appropriate?

Edit Log Reports

Exporting the Log

1

Apply Filters

Set date range and other filters for desired data
2

Click Export

Click the Export button
3

Choose Format

Select CSV or Excel
4

Download

File downloads with all visible log entries

Report Uses

  • Audit compliance - Demonstrate forecast governance
  • Team review - Discuss changes in planning meetings
  • Training - Show examples of good/bad adjustments
  • Process improvement - Identify patterns to address

Edit Log Settings

Admin users can configure edit log behavior:

Retention Settings

How long to keep edit history:
OptionKeep Data For
6 monthsRecent history
1 yearStandard retention
2 yearsExtended retention
UnlimitedFull history

Required Reasons

Configure whether reasons are required:
SettingBehavior
RequiredMust enter reason to save edit
OptionalReason encouraged but not required
Required for large changesRequired if change > X%

Category Options

Configure reason categories:
  • Promotion
  • Seasonal
  • Market condition
  • Product lifecycle
  • Error correction
  • Other

Best Practices

Check the edit log weekly:
  • What’s being changed?
  • Are changes justified?
  • Any unexpected patterns?
Configure reasons as required:
  • Builds accountability
  • Improves analysis
  • Helps with training
Periodically check edit outcomes:
  • Were increases warranted?
  • Were decreases accurate?
  • Learn from discrepancies
Use exports for:
  • Monthly planning reviews
  • Quarterly business reviews
  • Audit documentation

Compliance Uses

For regulated industries or audit requirements:

SOX Compliance

Edit log supports Sarbanes-Oxley requirements:
  • Who made changes
  • When changes occurred
  • What was changed
  • Reason documentation

Internal Audit

Provide to auditors:
  • Export full history
  • Show access controls
  • Demonstrate governance

Troubleshooting

Missing Edits in Log

Possible causes:
  • Date filter too restrictive
  • Changes made before tracking started
  • Bulk uploads may log differently
Solutions:
  1. Expand date range
  2. Check system start date
  3. Look in import/upload logs

Can’t Export

Possible causes:
  • Too much data selected
  • Permission restrictions
  • Browser blocking download
Solutions:
  1. Filter to smaller dataset
  2. Verify export permissions
  3. Check browser download settings

Next Steps