Actuals Docs v2

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Using the platform

Reporting

Reporting is where company dashboards and pipeline monitoring live (formerly Insights and related views).

What you do here

Open dashboards — embedded insights configured for your company.

Review monitoring — rule evaluations across Import, Transformation, and Reconciliation, with trends and an event log.

Monitoring rules (what gets evaluated and who is notified) are configured under Administration › Monitoring Rules, not here.

Reporting landing

The Reporting landing (/reporting) uses the copy Open dashboards and monitoring views for your reporting workflow. It shows:

Totals — Dashboards count (Configured reporting dashboards.)

Go to — Dashboards (Browse and open company dashboards.) and Monitoring (Monitor pipeline health and alerts.)

Dashboard cards — one per configured dashboard (for example Balance sheet, AR - Open items), each with Open dashboard

Screenshot coming soon — Replace with: Reporting landing (dashboard count + cards + Go to)

Pages in this section

plain text
Reporting
├── Dashboards
├── Monitoring
└── General Ledger Dashboard (when enabled)

Dashboards — browse and open company dashboards

Monitoring — outcomes, trends, and the event log

General Ledger Dashboard — available when the journalizing engine is enabled

General Ledger Dashboard

General Ledger Dashboard

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Content

What you do here

Reporting landing

Pages in this section