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Dashboard Insights Data Integrity Reports

A development made to enable automated report send-outs to you and your team.

DashboardInsights Team avatar
Written by DashboardInsights Team
Updated over a month ago

Client Data Inconsistencies

Provides a client list with inconsistencies found in Xero Practice Manager (XPM) such as missing fields and duplicate client names.

Report View Options:

  • Firm View: Firm-wide client data inconsistencies

Columns:

  • Client Name

  • Client URL

  • Inconsistencies

Threshold meaning:

This Report will provide a recurring setup to receive Client Data Inconsistencies updates at a specific time interval or period.


Open Job Data Inconsistencies

Provides a job list with inconsistencies in active job records in Xero Practice Manager (XPM) such as missing fields.

Report View Options:

  • Firm View: Firm-wide open job data inconsistencies

Columns:

  • Job ID

  • Job Name

  • Client Name

  • Job Category

  • Job Manager

  • Job Partner

  • Job State

  • Job URL

  • Inconsistencies

Threshold meaning:

This Report will provide a recurring setup to receive Open Job Data Inconsistencies updates at a specific time interval or period.


XPM vs ATO Data Inconsistencies

Provides a report that identifies mismatches between Xero Practice Manager (XPM) data and ATO portal information

Report View Options:

  • Firm View: Firm-wide XPM vs ATO data inconsistencies

Columns:

  • ATO Client Name

  • ATO Status

Threshold meaning:

This Report will provide a recurring setup to receive XPM vs ATO Data Inconsistencies updates at a specific time interval or period.

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