Caseware Sherlock
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 ...
Dashboard - Sherlock AU Standard
Notes: You can only view visualizations for which your firm has purchased licenses through MyCaseware, or visualizations that have been shared with you by other staff through Sherlock Builder . You can only view data from entities where you have the ...
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 ...
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 ...
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. ...
Sherlock frequently asked questions
You'll find some of the most frequently asked questions (FAQs) on Caseware Sherlock below. Setup How can I view my engagement data in Caseware Sherlock? You can view engagement data in Caseware Sherlock when you meet the following requirements: You ...
Publish a visualization
Once you finalize an analysis, publish it to a visualization to share with other staff members and clients. Note that they can only view the visualization — they cannot modify it. Note: Purchased visualizations will display in the Dashboards tab if a ...
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 ...
Get started with Caseware Sherlock Builder
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 Builder ...
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 ...