SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax

Analytics (Settings)

This feature is only available with CaseWareCloud Analytics, part of the CaseWare Cloud suite.

Learn more about Cloud.

Manage CSV File Types

This page lists the possible types that can be assigned to CSV files when they are being imported into Analytics. You also have the option to add a Custom Type, which will appear in the Type drop-down in the File Import dialog in Analytics.

For more information on importing date from a CSV file into Analytics, see Import a client's financial data from a CSV file for analysis.

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