--- title: Data Validation Overview description: Learn how to validate property and portfolio data in Pereview. Follow step-by-step checks to resolve discrepancies and ensure reliable asset reporting. --- [Skip to content](https://academy.pereviewsoftware.com/knowledge-base/data-validation-overview#main-content) [![Pereview Logo Dark Blue](https://academy.pereviewsoftware.com/hs-fs/hubfs/Pereview%20Logo%20Dark%20Blue.png?width=250&height=73&name=Pereview%20Logo%20Dark%20Blue.png)](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Pereview Knowledge Base](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) 2. [Data Validation](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en) 3. [Overview](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#overview) August 31, 2026 # Data Validation Overview This overview provides a generalized step-by-step process for validating financial data that has been loaded to Pereview. The goal is to ensure that the data loaded to Pereview aligns with your internal expectations and partner-provided financials. This process validates property-level financial and operational data, specifically: - What was loaded - Does it tie to your partner-provided statements - Does the data map correctly to your reports and dashboards **Note:** Your investment structure, including ownership records, ownership percentages, fund membership, and portfolio configuration, are established during implementation and is not re-validated during this process. **Data Receipt & Validation Timelines** While timelines may vary from company to company, we recommend establishing fixed dates for your monthly data receipt and validation processes to drive clean, consistent data in Pereview. The below represents a suggested monthly timeline. | **Timing** | **Action** | | --- | --- | | By the 10th | Resolve all issues or missing data from the prior month in preparation for receipt of new data. | | 15th to 20th | Partner submission window. All required files arrive, are retrieved from Pereview, and are loaded. | | By the 25th | Complete Tier 1, Tier 2, and (where applicable) Tier 3 validation, resolve or escalate exceptions, and internally approve the reporting month. |   ### Data Validation Process Review the below articles which walkthrough each phase of the overall data validation process. [**Part 1: Before you Begin**](https://academy.pereviewsoftware.com/knowledge-base/data-validation-part-1-before-you-begin?hsLang=en) Baseline user and data requirements needed to successfully validate data in Pereview. [**Part 2: Confirm Data Receipt**](https://academy.pereviewsoftware.com/knowledge-base/data-validation-part-2-confirm-data-receipt?hsLang=en) Confirm receipt of expected data files to resolve any missing data or gaps prior to beginning validation. [**Part 3: Validate the Data**](https://academy.pereviewsoftware.com/knowledge-base/data-validation-part-3-validate-the-data?hsLang=en) Validate data loaded to Pereview using three tiers of validation to ensure the data aligns with partner-provided source data. [**Part 4: Resolve Data Issues**](https://academy.pereviewsoftware.com/knowledge-base/data-validation-part-4-resolve-complete?hsLang=en) Troubleshoot common data issues uncovered during the data validation process. [**Part 5: Troubleshooting & Support Options**](https://academy.pereviewsoftware.com/knowledge-base/data-validation-part-5-troubleshooting-support?hsLang=en) Support options for data validation and additional troubleshooting resources.   **Note:** For clients using Pereview’s Data Management Services, your data is automatically loaded and validated each month on your behalf. It is still useful, however, to understand the processes and best practices for validating data in Pereview, and to interpret what is reported back to you. - [Pereview 101](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#main-content) - [Navigation](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#navigation) - [Add Records](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#add-records) - [Support](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#support) - [Product Features](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#main-content) - [Workflow](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#workflow) - [Custom Forms](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#custom-forms) - [Updates and User Experience](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#updates-and-user-experience) - [Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#main-content) - [Formatted Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#formatted-reports) - [Pereview Analytics](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#pereview-analytics) - [Custom Forms Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#custom-forms-reports) - [Data Validation](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#main-content) - [Overview](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#overview) - [Data Validation Process](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#data-validation-process) - [Data Ingestion & Management](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#main-content) - [Data Management](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#data-management) - [AI Data Mapping](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#ai-data-mapping) - [System Admin & Technical Documentation](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#main-content) - [User Management](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#user-management) - [Configuration Options](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#configuration-options) - [Pereview Outbound API](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#pereview-outbound-api) - [SSO](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#sso) - [Pereview Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#main-content) - [2026 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2026-newsletters) - [2025 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2025-newsletters) - [2024 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2024-newsletters) [![Pereview Logo Dark Blue](https://academy.pereviewsoftware.com/hs-fs/hubfs/Pereview%20Logo%20Dark%20Blue.png?width=150&height=44&name=Pereview%20Logo%20Dark%20Blue.png "Pereview Logo Dark Blue")](http://pereviewsoftware.com) 12400 Coit Rd, Suite 570, Dallas, TX 75251 [mailto:support@pereviewsoftware.com](mailto:support@pereviewsoftware.com) Copyright © 2026, Pereview Software