Dashboard - Sherlock AU Standard
Notes:
- You can only view visualizations for which your firm has purchased licenses throughMyCaseware, or visualizations that have been shared with you by other staff throughSherlock Builder.
- You can only view data from entities where you have theViewer permission.
To view the Sherlock AU Standard dashboard:
- Ensure that your firm administrator has assigned you licenses for the Sherlock Reader app and any applicable visualizations.
- From the Cloud menu (
), select Sherlock Reader. - Select Sherlock AU Standard
Related Articles
Datasets for Sherlock visualizations
To get a better idea of where to look for data and for what purpose when building Sherlock visualizations, see the functional descriptions of the various Working Papers datasets below. Documents (SH) Provides data on all things managed through the ...Dashboard - Sherlock AU Standard - Manager and Partner summary tab
Engagement filter Designed to assist you to filter down to the file of interest, the engagement filter extracts all the names of users that have signed off independence within an engagement file for the selected year end. Once you select the name of ...Firm settings for Caseware Sherlock
Processing Messages The Processing Messages report displays information about the numerous data extraction processes that occur each day. To view the Processing Messages report: Ensure that you have the Settings Admin role or equivalent privileges. ...What is Caseware Sherlock?
Caseware Sherlock is pioneering accounting practice intelligence for firms globally. It’s a powerful, secure, cloud-based business intelligence platform with a sleek user interface. Sherlock automatically gathers and stores data from your firm’s ...Get started with Caseware Sherlock Reader
To start, sign in to your firm's Cloud site. As a firm administrator, you must complete the following tasks before your staff can get started: Ensure you've set up your Caseware Cloud firm with staff and entities. Grant your firm's Sherlock Reader ...