Advanced Analysis

The Advanced Analysis feature of the Discrepancy Tracker was designed to simplify processes by allowing you update inventory and correct errors right from the Discrepancy Tracker. Advanced Analysis compares current Cimpl inventory data with provider invoices to make sure all services, accounts and charges align properly . This provides an immediate analysis of any errors in Cimpl which helps you determine the cause and solution to any issue. By using Advanced Analysis you can ensure that your inventory, services, and accounts are up to date and accurate.

Open Advanced Analysis:

1. Go to Billings Center> Discrepancy Tracker.
2. Select the Advanced Analysis tab.

3. Select a Provider.

   Note: Providers must have their Advanced Analysis permission configured by Cimpl. To set up this permission contact cimpl-support@uplandsoftware.com. Without this permission configured, Advanced Analysis is unavailable.

Example of the Advanced Analysis page. Click to enlarge.

Status & Action

Advanced Analysis flags any errors and depending on the status or error type, you are able perform certain actions to correct or ignore the errors.

Error or Warning	Available Actions
All Statuses	View Activity Edit comment
Account closed for more than 3 months	Do not pay Ignore & pay Reopen account
Account Deactivated	Do not pay Ignore & pay Reopen account
Account closed less than 3 months	Do not pay Ignore & pay Reopen Account
Corrected	Do not pay
Invalid Cost Center	Do not pay Assign Service Level Cost Center Ignore & Pay View Activity
Missing Account	Do not pay Create Account
Missing Account & Service	Do not pay Create Account & Service
Missing Cost Center at service & account level	Do not pay Edit comments Assign Service Level Cost Center View Activity
Missing Service	Do not pay Create Service
Not fixed but Pay anyway	Do not pay
Not Paid	Rollback
OK	Do not pay
Service Account Mismatch	Do not pay Create service Ignore & pay Fix service account
Service disconnected less than 3 months ago	Re-connect service Ignore & pay Do not pay Edit comments View Activity
Service disconnected more than 3 months ago	Re-connect service Ignore & pay Do not pay Edit comments View Activity

The Advanced Analysis grid

You can rearrange and select the grid columns for the Advanced Analysis grid, see Modify grid columns‍ .

The grid view displays 10, 25, 50 entries per page. By default, 10 entries are shown. You can select a different number of entries to be viewed and Cimpl bookmarks this preference.

Filter and Search

In Advanced Analysis, there are error or warning count cards at the top of the screen. Click on each of these cards to automatically apply a filter and show all records that relate to that warning or error.

Example of the Error card filter. click to enlarge.

You can also perform a custom search and apply filters.

1. Expand the Filters section.

   

2. Select a filter. The filter appears under Selected Filters.

   

3. Select the filter operator.

   

4. Enter filter values.

5. Repeat steps 2-4 for all selected filters.

   

6. Click Apply Filter. The Filter icon appears blue once the filters are applied.

   

Deselect any filters:

• Click the X to the right of the filter and then click Apply Filter.

Remove all filters:

• Click Clear All and then Apply Filter.

Note: The filters that you've selected will remain applied, even if you log out of Cimpl. The filters are bookmarked and will only change if you click Clear All or after you set new filters and click Apply Filter.