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How Factview Is Structured

Factview consists of several components that work together to collect, process, and analyze financial data.

The main components are:

Data Import​

Financial data is imported using Audit Files, connections to accounting systems, or Excel templates.

Datasets​

The imported data is stored in Datasets, which are used for reporting.

Report Structures​

Report Structures define how General Ledger Accounts are grouped and presented in reports.

Reports (Views)​

Reports display financial data based on a selected Report Structure and Dataset.

Dashboard​

The Dashboard is the central workspace where reports can be opened, compared, and analyzed.

For more information about how these components work together, see How Factview Works.