Scorecard

The Scorecard is a dashboard that contains charts reflecting the current workflow period’s reconciliation statuses by preparation, approval, due date, and unreconciled by entity.

The Scorecard screen has a row of options at the top with drop-down menus to select the role and risk. The status and summary information in the scorecard is displayed in a pie chart and bar graphs.

Selecting any data points in a chart will open a detailed drill down that can be exported for further analysis.

The Drill Down dialog box includes a grid with each reconciliation listed in a row and details about the reconciliation included in the list of columns.