Data Completeness using Opened On Dates

The Data Completeness using Opened On Dates extract report compares the opened on date of all accounts with the start date of the first data record captured for the accounts. The report also shows variances between each account's active period and effective dates of the classification group of the account location.

1. In the Global search field in the header, select Reports, and enter Validation - Opened-on Dates.
2. Select the report from the search results to open the Reports grid.
3. Click the report in the Reports grid.
4. Select the option to display the report on the screen, which is the default option.
5. Set the scope of the report, such as a specific group.
6. Click Submit.
7. Click Download As CSV on the report.
8. Review the CSV file to find records with dates that do not align with date the account was opened.
   1. Apply a filter to the first row, the header row, of the file.
   2. In the Days Difference column, remove 0 (zeros) and blank values.
9. Review the CSV file to find classification group effective dates that do not align with date the account was opened.
   1. Apply a filter to the first row, the header row, of the file.
   2. In the Days Difference from Classification Group Start Date column, remove 0 (zeros) and blank values.