Reconciliation Management dashboards and reports

Reconciliation Analysis

This dashboard has a variety of reconciliation statistics focused on level types of Account or Group and defaults to the current year. All dashlets drill to a dashboard with supporting details.

• There are four trend views:
  • Reconciling Items – (donut) displays the breakdown of reconciling items by reason code
  • Days To Reconcile – (line) displays the average and maximum number of days to perform the reconciliation (excludes approval process)
  • Days To Complete – (line) displays the average and maximum number of days to complete the reconciliation (includes approval process)
  • Auto Reconciled – (line) displays the percentage of reconciliation that were auto reconciled
• Avg Approval Days (KPI) average days for reconciliations to be approved
• Rejected Approvals (KPI) total reconciliations rejected during the reconciliation process
• Reopened Reconciliations (KPI) total reconciliations reopened
• Days To Complete by Reconciliation (bar) top 10 reconciliation with the highest days between when the reconciliation was started until the reconciliation was completed (includes time to approve if utilized)
• Days To Complete by Report Group (bar) top 10 report groups with the highest days between when the reconciliation was started until the reconciliation was completed (includes time to approve if utilized)
• Days To Reconcile by Team (bar) top 10 teams with the highest days between when the reconciliation was started until the reconciliation was either submitted for approval or completed
• Days To Reconcile by Reconciler (bar) top 10 reconcilers with the highest days between when the reconciliation was started until the reconciliation was either submitted for approval or completed