How to Verify Data was Loaded to Planful

After loading data using Data Integration functionality, it's important to confirm the accuracy of the postings and verify where data has been sourced from. To verify loaded data, complete the following steps:

1. Navigate to Maintenance > Reports and click Verify Data.

2. Select a scenario.

3. Select dimension parameters.

4. Click the Run button.

5. Review data records via the spreadsheet that is opened once you click Run.