Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Financial reports and planning

Verify the source of a saved report run

Compare retained evidence with the current posted ledger without rewriting the saved result.

Updated 2026-11-11

Opening a saved run checks its retained source evidence against the current posted ledger. The page can confirm that the saved source still matches or identify that the underlying state needs review. The saved run keeps the result that was retained at its original creation.

Read Source and execution evidence alongside the period and definition version. A saved source revision and checksum help identify the retained result; they are context for the run rather than a claim that every accounting transaction was professionally certified.

If the books changed after the run, prepare a new preview and saved run when the review needs current figures. Preserve the older run so the sequence remains understandable. Replacing an old document without explaining the source change can hide why two reviewers saw different amounts.

Check Review status as well. A run generated from a schedule may be unreviewed even though its source evidence was captured successfully. Open and inspect its contents before representing it as a result a person has reviewed.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.