Data Validation Part 1: Before you Begin

To successfully validate data in Pereview, users will need a base level of system access as detailed below. Additionally, it is useful during validation to reference the original source files that have been loaded to Pereview.

If you lack the required user permissions to access any of the pages listed below, please contact your system administrator or Pereview support.

Data Validation Access Checklist

Pereview Pages Used During Validation

Asset and Collateral Overview pages, primarily used for dashboard-level review.
Data Upload page (Admin > Data Upload), used to confirm load results and locate load errors. All source files loaded to Pereview are stored here and available for reference.
Site Administration (Admin > Site), used to correct mappings or delete data directly. See the note on permission groups below.

Formatted Reports

The reports below are referenced throughout this guide. These may be accessed by going to Reports > Formatted in the global navigation bar. For additional information on Formatted Reports: Formatted Reports Overview

Report	Purpose
Financial Upload Status	A grid by asset and month showing which data types have been successfully loaded. The starting point each month.
GL Transaction Detail	Each individual journal entry, including which data load it came from. Use it to see what data is currently in the system. Narrow the parameters to a property; large data ranges may result in extended load times.
Balance Sheet	Assets, liabilities, and equity for the selected period. Structured by your Account Hierarchy for Balance Sheet. The primary Tier 1 report.
Balance Sheet Over Period	The same figures across consecutive months, side by side. Useful for finding the month a balance changed unexpectedly.
GL Balances for Latest Post Date	Ending balances by GL account as of the latest post date, with the Source Ending Balance and Difference columns where available. Primarily used during Tier 2 validation.
Trial Balance	Pereview’s own trial balance for a property and period, used for comparison against the partner-provided file.
Income Statement	Revenue, expenses, NOI, and net income for a given period. Structured by your Account Hierarchy for Income Statement.
Income Statement Over Period	The same as above but across a date range. Use this for any multi-month comparison, and to validate the Account Hierarchy. Primarily used during Tier 3 validation.
GL Metric Over Period	How a metric such as NOI or Net Income is built month by month. Turn on account detail to see each contributing account. Use this to validate the Metric Mapping. Primarily used in Tier 3 validation.
Metric Mapping	Which GL accounts roll into which metric. The second tab shows the groupings visually.
PMC Chart of Account Mapping	Every partner account code and the Pereview account it maps to.
Occupancy History Validation	Units, square footage, leased percentage, and occupancy percentage loaded for an asset over time.
Rent Roll Details Report	Unit-level rent roll detail for an asset as of a given effective date.
Budget to Actuals Report	Budgeted against actual figures by account, used to confirm the correct budget loaded.

Relevant Pereview Access Levels

Access in Pereview is granted through permission groups rather than to individuals directly. Three default permission groups are relevant to validation:

Permission Group	Site Administration Access	Typical Use
SuperAdmins	Yes	Reserved for Pereview employees only.
Admin	Yes	Admin access is recommended for the data validation process. Typically assigned to the working team closest to the data during implementation. Required for Data Upload and Site Administration access, which includes the pages used to upload data, correct mappings, and delete data.
Read Only	No	Users who consume reports and dashboards but do not configure or correct data.

Note: While the above chart details the some of the out the box access levels in Pereview, keep in mind that your company may have further customized or configured your teams access levels. Ultimately, an individual's access levels will determine what components of the overall data validation workflow they are able to complete. Contact your system admin or Pereview support if you have questions.