Backup and restore

Summary

FactFinder automatically creates a backup copy of the previous configuration every time you save a transaction. Up to the last 30 changes are retained per channel.

The Backup feature lets you review these backups and restore them if needed.

Restoring reverts any changes made after the selected restore point.

You can find Backup under the "System maintenance" section. In the default menu, go to More settings…

Backups

List of Backups

All saved backups are listed in a grid with the following columns:

Date — date and time when the backup was created

Comment — the description that was entered when the changes were saved. This helps identify which changes will be reverted if the corresponding backup is restored. If no comment was entered, it may be unclear which changes will be discarded.

User — the user ID of the person who made and saved the changes. For this reason, it is preferable to assign individual, identifiable user IDs for each person in FactFinder User Management.

Restore — icon used to restore the selected configuration

Restore a Backup

To restore a backup:

1. Select a channel whose configuration you want to revert

2. In the list of backups, find the backup to restore

3. Click the Restore icon

4. Confirm the action in the dialog:

1. A progress notification is shown