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Fees and Costs > Quarterly Review
Fees and Costs > Quarterly Review

Learn about the Quarterly Review data view and how to interact with the visualisation.

Matthew McKenzie avatar
Written by Matthew McKenzie
Updated over a year ago

The Quarterly Review compares quarterly fees and costs to highlight any significant deviations to users. The value of this view is to quickly highlight any anomalies in the quarterly reporting that require further review.

Navigation

To view the Quarterly Review data view:

  1. Click Connect Reporting (in the left-hand navigation bar)

  2. Click Fees and Costs

  3. Click Quarterly Review

Visualisation

This view alerts users to significant quarterly deviations in fees and costs, along with analysing the ratio of quarterly to annual amounts.

  1. click a value to view more detail

  2. underlying form detail is displayed below

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