This report shows you 4 different data quality metrics, the page options are:
Data Quality Summary
Data Quality Analysis
Data Quality Score
Data Quality Completion
The page menu is located across the bottom of each page.
The first page shows you:
Unresolved issues (XBerts)
Unresolved tax risk
Client Count
Value of Data Quality Issues
Amount of Clients with Data Quality Issues
Average Value of Issues per Client
Top 5 Clients by Risk Amount
Data Quality Issue Count
Average Issue Count per Client
Count and Value of Data Quality Issues
Risk Count and Value Over Time
The second page, Data Quality Analysis, shows you a more detailed look at the count and value of data quality issues for your clients spread across a date range with the filter options of business function, risk type, contact and contact match accuracy.
You can also use the filters on each page's left and right corners to view the reports with a more specified look.
The third page, Data Quality Score, shows you the data quality scores for each client with transactions as well as your overall data quality score and your data quality score over time in the past year.
The fourth page, Data Quality Completion, shows you the count of completed data quality issues and risk count by completion source.
There are 4 ways an XBert can be marked as completed.
User-initiated completion: The issue still exists in your accounting system but has been marked as complete in XBert.
Self: A change was made in the accounting system by XBert, a person or another system that has resolved the issue.
XBertRulesEngine: A rule in XBert Automation has triggered and set the status of the XBert to a completed status, the issue may still exist in the accounting system.
XBertConfiguration: Configuration of an XBert sets an issue to a completed status by default, the issue may still exist in the accounting system.