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Review entity information for completeness

Learn how to go through an entity's information and spot the fields that are still missing.

Written by Yuliya Chakhovich

Check one entity

  1. Open Entities and select the entity. The Entity information panel links to the entity's data.

  2. Open Master and financial data and go through each section. A dash means a field is still empty.

  3. Scroll down to check the other sections, such as the financial year data, in the same way.

Check many entities at once

  1. Open Reports and select Entity data. Every entity is a row and every field is a column, so you can compare entities and spot gaps quickly.

  2. Filter the report, and export it to share with the people who own the data.

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