Review YTD statistics by KHAStandardClass classification

After you complete the classification process, you can use the Statistic Classification Review report to review statistics to ensure the correct YTD values tie out from the department summed up to the entity level.

To Review YTD statistics by KHAStandardClass classification:

1. In the Mgmt Admin task pane, in Data Maintenance > Data Reconciliation, double-click Statistic Classification Review.

   NOTE: The report opens in a separate web browser.

   

   Click image to view full size

2. From the Filters panel, configure any of the following criteria, and click Apply:

   Option	Description
   Entity Filter	To refine the results even further, you can create or select an advanced Entity filter to select accounts using other grouping columns. For instructions, see Using the Advanced Filter Wizard.
   Entity Selection	Select one or more entities, and click OK.
   Limit by Entity.Summary	Select to limit the list to only specified entities, and click OK.

3. Review the YTD statistics in the report to determine that they are correctly summing and rolling up from the department to the entity level. If needed, return to the Statistic Identification Update utility to make the appropriate adjustments. You can then return to this report, where the changes are automatically refreshed.

   

   Click image to view full size