Worksheet

Month close and refresh log

A log of one page in two blocks. The first block lists each month with its close date, the frozen total, the ledger total and the difference. The second block records each refresh with date, time, source cut-off, filters applied, who ran it and any figure that moved with the reason.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why dashboard figures change after a data refresh”, www.gullysystem.com/blog/why-dashboard-figures-change-after-a-data-refresh