(New UI) View a portfolio’s change history
Beta feature
You can view a log of changes made to the portfolio during any date range. The actions logged include the portfolio creation, all changes to the portfolio’s settings, all campaigns assigned to or unassigned from the portfolio, all constraints applied to or removed from bid units in the portfolio, all constraints on bid units in the portfolio that have expired, and other actions that affect the portfolio
You can filter the data by category. You can also sort the list by date in ascending or descending order.
You can also download the data to a spreadsheet file.
(New UI) View a portfolio’s change history portfolio-change-history
Information for each change includes the date, the user name of the person who made the change, the change type, and the changed value.
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In the main menu, click Goals > Conversions.
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Hold the cursor over the portfolio row and click … > Change History.
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(Optional) Change the information that’s displayed:
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Click
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Click
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Click
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Manage performance data reports for change histories
You can download additional information about the change history for a portfolio to a file in Microsoft Excel workbook (XLSX file) format. The report includes the numeric change ID, the old and new values, the change type (such as “added” or “modified”), the action type (such as “Budget” or “Portfolio Name”) and subtype when applicable, the time, and the user name.
Generate a report with the filtered data rows
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In the upper right, click
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In the Grid Reports settings, enter a unique report name, and then click Generate.
By default, the file is named “portfolioChangeHistory_YYYYMMDD_NNNN,” where “NNNN” is the sequential job number (such as "portfolioChangeHistory_20260402_1326).
The file is added to the Recently Generated list.
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(Optional) To download the file once it’s completed, click
The file is downloaded according to your browser’s normal procedure.
Download a completed report
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In the upper right, click
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In the Recently Generated list in the Grid Reports dialog, click
The file is downloaded according to your browser’s normal procedure.
Delete a completed report
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In the upper right, click
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In the Recently Generated list in the Grid Reports dialog, click
