What can I do in the Analysis screen?

What can I do in the Analysis screen?

How to access the analysis screen?

Select the analysis tab in a checklist or worksheet

What can you do in the analysis screen?

The Analysis component will display the trial balance information appropriate to the program that you are currently reviewing.. This allows you to track your progress and view movements within the engagement with ease. 



You can also reference it by adding annotations, by clicking on the + button at the right side of the row. 

In the analysis screen, you can generate graphs and ratios by using the tools bar shown.


Toggle between on and off to show or hide the relevant graphs and ratios.

To edit the diagrams, you can select the edit tool on the top right corner of each diagram. 


Click on the text box to switch between accounts you wish to display.


To make a comparison between accounts, you may add an account by selecting the + button below the text box.



    • Related Articles

    • How do I annotate my client's accounts (Analysis screen)?

      To annotate the accounts  In the analysis screen, click on the + item beside the account in the leadsheet. Purpose: The purpose annotation is used on audit work papers to denote auditing actions taken. These tick marks are useful from the audit ...
    • How do I use the SMSF Insights (300) and Bank Account Transaction analysis (350) workpapers?

      The SMSF Audit has introduced two new workpapers with the June 2023 release: 300 Insights workpaper 350 Bank account transaction analysis 300 Insights workpaper The Insight workpaper has been designed to give you some quick insights about the SMSF ...
    • Create an analysis

      You can create an analysis for each dataset and customize how you want to present the engagement data in the visualization. To create an analysis: From the Cloud menu (), select Sherlock Builder. An interactive frame powered by Amazon QuickSight ...
    • CaseWare IDEA Level 1 Pre-training Checklist

      What is this FAQ for? This FAQ is for performing your pre-training software and training file checks to make sure everything is in working order before your CaseWare IDEA Level 1 training course. All training is conducted with the latest software ...
    • What does the ’Update from Template Notification’ screen tell me?

      During your CaseWare Audit System Template update process, you would come across the following "Update from Template Notification" screen.   Important Notes to Remember: - This dialog compares the Engagement File Document versions with ...