Update Lifecycle Values Process History

To assign lifecycle values to constituents based on their revenue and affinity activity, the program runs a the Update lifecycle values process. You can run this process manually or on a daily or weekly interval. From the Process History tab of the Donor Lifecycle Criteria page, you can view and manage the most recent and previous instances of the process.

Under Recent status, you view the details of the most recent instance of the process. These details include the status of the process; the start time, end time, and duration of the process; the person who last started the process; the name of the server most recently used to run the process; the total number of records processed; and how many of those records processed successfully and how many were exceptions.

Under History, you view historical status record information about each instance of the process. The information in the grid include the status and date of the instance, the number of records processed, and the number of exceptions. To help reduce the amount of time it takes to find a process instance, you can filter the instances that appear in the grid by status. For example, to search for an instance that did not finish its operation, select to view only records with a status of Did not finish. To filter the records that appear in the grid, on the action bar, select Filter, select the status of the instances to view, and select Apply.

From the grid, you can delete the history of a previous instance as necessary. For information about how to delete an instance, see Delete an Instance of an Update Lifecycle Values Process.