Source load
Which organizations sent batches during the period, and when?
From Batch intake
- Data Entry & Validation
- Reports and analytics
Reports for the questions your team asks
Review import quality, decisions and execution outcomes.
Overview×
Data Entry & Validation · Overview
Data Entry & Validation dashboard
This quarter
Follow up actions in view
6Open
3In progress
3Due date in 14 days
4Import batches by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Uploaded | 28 | ||
| Parsed | 16 | 57% | |
| Validated | 8 | 50% | |
| Reviewed | 5 | 63% |
Import batches by status
Sample counts per stage
Questions to answer
Validation quality
Which rules and failed fields account for rejected rows?
Review progress
Which revisions are pending, approved or returned?
Execution evidence
Which runs failed or need reconciliation, and which steps have a receipt?
Correction work
Which follow ups remain open and who owns them?
More reports
Import volume by organization Grouped
Group batches by organization and imported date to see source load.
Validation outcome by rule Grouped
Group results by rule, outcome and severity to locate recurring failures.
Batch error review List
Compare each batch's row, accepted and error counts.
Reviewer decisions by revision List
Show the decision, reviewer and date for each source revision.
Execution outcomes Grouped
Group runs and attempts by status to find failed or uncertain operations.
Follow up workload List
Show assigned actions, due dates, statuses and resolutions.
Receipt coverage List
Identify operation steps with receipt references and attached evidence.
Transition history List
Show batch status changes, actors, revisions and reasons.
Set up Data Entry & Validation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.