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Tools and Settings: Data Archive Utility

Watch this video to see how to remove a group of records that you no longer want in your database or reports.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. The video will still give you a great overview of this feature.

Applies to — Spectra: Professional, Enterprise

Outline #

  1. Getting started
    1. Start > Programs > StudioPlus > Utilities > Data Archive Utility
      1. All users logged out of StudioPlus
      2. Database backup
      3. Select database to archive records into or create a new archive database
  2. Select records to be archived
    1. Production orders
      1. Order date
      2. Status
    2. Invoices
      1. Invoice date
      2. Posting date
      3. Invoice status
      4. Invoice with un-posted payments
      5. Invoice with posted payments
    3. Sessions
      1. Session date
      2. Session status
      3. Sessions with un-archived invoices
      4. Sessions with unlinked appointments or phone calls
    4. Clients
      1. Client create date
      2. Client status
      3. Clients in a group
      4. Clients with un-archived sessions, invoices, production orders, or un-posted customer deposits
      5. Clients with unlinked appointments or phone calls
  3. Click "Archive" button to begin
    1. Log of successful records
    2. Log of errors