Managing Records Manually

Use manual record management when you need to add a few records, correct existing data, remove mistakes, or quickly test how records affect reports and dashboards.

When to Manage Records Manually

Best for small changes

Manual management is useful for quick edits and learning. For larger batches, use file imports, integrations, or the Records API.

Manual records are useful when:

You are testing AutoROICalc for the first time
You need to add a small number of records
You want to correct a record after import
You need to remove records that were added by mistake
You are building a report and want to test how values are calculated

Accessing the Record Features

To access the record features, open the app menu and use the "Records" section.

List Records

Listing Records lets you inspect collected data. This is useful when checking data quality or fine-tuning integrations.

Filter

Filtering helps you find the right records before editing, deleting, exporting, or building reports.

Common filters include:

Filter by Tags

Filtering by record tags quickly narrows the record list. Select one or more tags to show only matching records.

Show/Hide Record Columns

For a more focused view, you can show or hide table columns and keep only the relevant data visible. Click the "Show/Hide Columns" icon to adjust the table.

Export to ARC, CSV, or XML

You can export the selected records, or all records, into the portable ARC (AutoROICalc) format, CSV, or XML. This is useful when you need to work with records in an external program. Click the "Export / Download" button to export records.

Record Actions

You can use record actions for each record:

Edit
Clone
Delete

Add a Record

To add a record manually, fill in the required fields and confirm with the action button, such as "Add the Record".

Add a Record

Edit a Record

Edit a record when the stored data is incomplete, incorrect, or needs to be aligned with your reporting structure.

Common edits include:

Changing the date or time
Updating the record type
Correcting the description
Adjusting sources or tags
Correcting the value
Adding or updating custom data

Reports update from records

When you edit records, reports and dashboards that use those records can change. Review related reports after larger edits.

To edit a record, use Actions -> Edit:

Clone a Record

Clone a record when you want to reuse existing record data, adjust it, and save it as a new record.

To clone a record, use Actions -> Clone:

Delete a Record

Delete records that were added by mistake, imported incorrectly, or should no longer be included in report calculations.

Deletion changes report results

Deleted records are removed from future report calculations. Check the record date, type, source, and report filters before deleting.

To delete a record, use Actions -> Delete:

Bulk Actions

Bulk actions help when several records need the same correction or removal. Use bulk actions carefully, especially when records are already used in active reports.

Bulk actions include:

Bulk delete
Bulk update

To execute a bulk action, select the target records and choose the appropriate action.

Tips for Consistent Manual Records

Keep record types short and consistent
Use sources in the same format across records
Use tags for campaigns, channels, clients, or internal grouping
Avoid duplicate records for the same activity
Use file import or API access when manual entry becomes repetitive

Next Steps

Records Overview Importing Records Records API