Data management reports

Several reports are available to help with data management.

Table 1 lists the reports that are available.

Table 1. Data Management reports
Report	Description
Monthly Data Summary	A summary of monthly data held in all of the accounts of a location, group of locations, or all locations.
Account Data Health Check report	Provides detailed information about missing activity data and about gaps in your data.
Validation - Closed-on Dates	Find accounts that were closed where data was captured after the closed on date.
Validation - Opened-on Dates	Find accounts where data capture dates are at variance with the opened on date. The first data capture date might be before the opened on date of the account, or a period might pass before the first data capture records are added.
Accounts Incomplete Data report	Provides details of accounts that contain missing or overlapping data across a reporting period.