Envision provides a quick visualization of the transaction data that's been imported into AnalyticsAI.
Transaction data must be imported using standard Caseware Cloud imports, including imports from:
Envision is divided into several widgets:
- Posted Date Distribution
Note: Ensure the imported transactions data include the mandatory fields for Envision diagrams to display data and function properly. To learn more see, Mandatory fields for Envision.
Overview and Summary
The Overview and Summary widgets provide some basic transaction information.
Use the Distribution widget to see the distribution of entries by either:
- Document Type
- Entered By
Use the sliders in a graph's selection area to adjust the graph's display area.
Posted Date Distribution
Use the Posted Date Distribution widget to examine debit amounts and entry counts by the date they were posted.
Use the sliders in the graph selection area to adjust the graph's display area.