Be reassured that your financial reports are verified by an Optio represenative!
What does the verification banner tell you?
Optio's self-service functionality provides you with the flexibility to create as many reports as you want, for any desired period, and as frequently as you want. However, it is important to note that while you have the freedom to run reports at your convenience, certain data updates by Optio will follow an agreed-upon schedule.
The verification banner will explain when your data has been last verified by a member of the Optio Customer Success team. Optio ensures that the data in the Optio portal is verified until the specified date in the verification banner, which allows you to run Optio-verified reports up until that date.
How does the banner appear?
In general, the verification banner looks as shown below:
In this example, it is safe for the you to run reports for periods up to and including the 31st of March.
If you hover over the Optio logo on the left side of the banner, you can see who at Optio conducted the latest verification.
There is also some additional explanation if you hover over the ℹ️ at the end of the text of the banner.
Where does the banner appear?
The banner appears three places in the portal, and also appears in the Excel. The sections below will go through each of them.
Create Report Page
On the Create report page the banner will by default display the latest system verification conducted.
If you attempt to create a report for a period that go beyond the verified period a warning will appear. Explaining that if later data is added for this period the result of re-generating the same report in the future may change due to changes to data in this unverified period.
You are welcome to run these reports for future periods. That is one of the benefits of self-service reporting as you can use the tool for simplified forecasting. However, doing so would mean that the Optio verification “stamp” does not apply as data for this period may change. You can elect close this warning, but it will still persist in the actual report once created.
Reports List
On the Reports list page the banner will by default display the latest system verification conducted.
Report Details
On the Report details pages (i.e. the report output) the banner will display what the verification banner was displayed at the time the report was generated.
If you have generated a report for an unverified period a warning will be displayed on the page. This warning indicates that the data and reporting period has not verified by the Optio team.
You can close this warning on the Report details page. However, it will persist in the excel report once downloaded.
Excel Download
In the Excel download of the report, the verification banner displays the verification status at the time the report was generated as part of the Overview tab.
If you have generated a report for an unverified period at the time of generation, the warning of the report being unverified will also be displayed in the Excel.