See the new analysis creation workflow laid out from start to finish, with links to helpful guides.
An App Admin must have set up the necessary library, organization, and engagement settings, as well as relevant account groupings for your engagement.
Setup and run a new analysis
- Create an analysis
- Import your files
- Verify your account grouping and account mappings
- Run a pre-analysis completeness check
- Run the analysis
- Optionally, import adjustments, reclassifications, and eliminations and re-run the analysis