Navigating Transactions & Summary Tabs

With the “Financial Analysis” tab, you can access searchable transaction-level data, summary account data (such as average daily balance and max deposit), and exportable cash flow analytics in both JSON and Excel formats. 

To access this section, click the “Cases” tab on the left-hand menu, click on the individual case you want to examine, and then click “Financial Analysis.” 

The “Financial Analysis” view contains two tabs: “Transactions” and “Summary”. The “Transactions” tab presents a searchable and sortable database of all transactions within a case’s analyzed statements. 

The “Summary” tab presents a high-level overview of the various accounts within the case, including a graphical rendering of the account balance(s) over time. The tab also contains summary account data and exportable cash flow analytics in JSON and Excel.