Rules and automation

Automatically categorize records in cross-check reconciliation reports.

Rules automatically categorize records in cross-check reconciliation reports: they apply a status to records that meet conditions you define, reducing manual review and keeping categorization consistent. Rules apply only to cross-check (reconciliation) reports and are available on Enterprise (Organization Admins and Collaborators can create them).

Access rules from a report template's Rules tab or an individual report's Rules tab.

To create a rule, open the report's More options menu and select Create Rule. The rules list shows each rule's name and description, the status it applies when matched, who created it and when, when it last ran, and whether it is active.

Queries versus rules

A report's query defines and returns the rows of the report. This is the data you see. A rule works differently. It doesn't return rows. Instead, it classifies rows that are already in a cross-check report, setting a row's status when a record meets a condition.

You can define a condition point-and-click with Filter conditions, or as a SQL expression comparing the two reconciled sources, source1 and source2, for logic that filters cannot express.

See Create a rule for more information.

How rules run

Active rules run automatically each time a report generates or updates. Rules run in order, and more recent rules take precedence. A newer rule's result overwrites an older rule's result for the same record. The system skips inactive rules, and you can review how each rule categorized each record in the report.

Managing rules

From the rules list you can duplicate, enable or disable, edit, or delete a rule.

Best practices

Start with simple conditions and add complexity as needed.
Give rules descriptive names so their purpose is clear.
Test a rule on a subset of data before applying it broadly.
Review and update rules as requirements change.
For SQL rules, document the logic in the description.

Data and Analytics