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Analytics Tab

• Progress: Individual Entity
• Workflow Progress: All Entities
• Retrospective Periods & Trends

Dashboard

• Favorite Entities

Analytics Export

• Analytics Export with Pivot Tables

Folders

• Following Checklist Items and Reconciliations
• Locking Folders
• Upload Excel Workbooks Directly Within FloQast
• Document Roll-Forward
• Documents & Folders
• Close Checklist Tab

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Checklist

• Checklist Views, Filtering & Sorting
• Link Documents to Checklist Items
• Add a non-recurring Checklist Item

Reconciliations

• Reconciliations Views & Filtering
• Reconciliations
• Understanding FloQast's Nightly Refresh
• Rec Reasonableness Check
• Reconciling Items

Review Notes

• Using Review Notes in FloQast
• Exporting Review Notes
• Hyperlink a URL in Checklist and Review Notes