View and Analyze
After a process is executed, it delivers results for you to analyze. A single process can generate multiple results at the same time, and each one has the visualization format that makes the most sense for what it represents: a table of prepared data, a reconciliation analysis with reconciled records, or an embedded Power BI dashboard. This article shows how to open the process, navigate through the data, and reach each of these views.
Tabular view
The most direct way to see a result is in a table. You open the process, choose the date you want to analyze, and the platform displays the data loaded on that date.
In the Processes screen, click on the Open Process icon next to the desired process.
Choose the reference date you want to analyze on the calendar.
The data loaded for that date appear on the screen.
Navigating by reference date
Each execution of a process loads data for a reference date. If the process already has at least one load and is configured, the platform opens directly to the last loaded date, but you can choose another one.
When opening the calendar, days with a green mark are the dates that already have loaded data. The available dates follow the reference calendar defined in the process configuration (calendar days, business days, last day of the month, or a custom calendar).
If you select a date that does not yet have data, the platform directs you to the upload screen to import the file for that date.
Screen actions
With the data on screen, you have available:
Edit Flow: opens the designer to edit the data preparation flow of the process.
Execute: loads the data for the selected date.
Settings: opens the process configuration options.
Filter: creates quick filters to adjust what appears on the screen (detailed below).
Download: downloads the data on the screen, in Excel (.xlsx) or text (.csv) format.
To sort the data in a column, click on it and choose A-Z or Z-A.
Processes with more than 1 million rows are available for download only in text format (.csv).
Results and datasets
A process can produce more than one result. In Results, you switch between the tables (datasets) that the process generated and choose which one you want to view. Quick filters and the All Records option, which shows the complete set of data without grouping, are also located there.
Quick filters
Quick filters allow you to build one or more conditions on the table columns and reuse them later. You select the column, choose the operator, and enter the value the rule should consider.
Column selection: choose the column that enters the rule. All columns in the table are available. To combine more than one column, click Add Condition and build a new condition.
Column status: indicates whether the rule column is valid (exists in the table) or invalid (was deleted or changed). When a column becomes invalid, the entire filter also does; edit the filter and remove this column to use it again.
Value: the content the rule should consider. The field is mandatory, except when the operator is Empty or Not empty.
Add Condition: chains rules within the same group, combining them with the AND or OR logical operator.
Add Condition Group: creates groups of conditions, also combined with AND or OR, for more elaborate rules.
The available operators depend on the column's data type. In alphanumeric columns: equal to, different from, empty, not empty, contains, does not contain, contained, starting with, not starting with, ending with, and not ending with. In numeric columns: equal to, different from, greater than, less than, greater than or equal to, less than or equal to, empty, not empty, contained, and between. In date columns: the same as numeric, plus in the next, not in the next, in the last, and not in the last.
After building the conditions, you decide what to do with them:
Apply: runs the filter on the screen without saving the conditions.
Save: saves the conditions as a quick filter, giving it a name.
Delete: removes the quick filter, after confirmation.
You can select more than one quick filter at a time. When there are active filters, the quantity appears on the Filter button. To adjust a saved filter, click the edit icon within the filter itself.
Reconciliation analysis
When the result of a process is a reconciliation, the analysis does not take place in the tabular view: it is done on the reconciliation screen. This is where you review reconciled records, filter by status and situation, and validate what the process found — matches, discrepancies, and open items.
The way the reconciliation is set up depends on the process type. The configuration is found in the stage articles, which you should consult according to your case. Here the focus is analysis: open the reconciliation from the process result and work with the records directly on its screen.
Embedded dashboards
A result can also be displayed as a Power BI dashboard embedded in the process. In this format, instead of a table or a reconciliation, you analyze the data through charts and indicators built specifically for that process.
Dashboard configuration is handled in its own article. See Dashboards to understand how to build and connect a dashboard to your process.
Related articles
Reconciliation Stage (Standard processes)
Reconciliation Stage (Turbo AI processes)
Dashboards
Introduction to Processes
Execute Process