Workpaper summary and export

Once every row is reviewed, fill in the Workpaper Summary:

• Purpose — why this test exists.
• Scope — what’s covered.
• Source — where the data came from.
• Procedures — what you did to test it.
• Testing attributes — the specific attributes you checked.
• Conclusion — your finding.

Exporting

Export the finished workbook to a formatted, color-coded Excel file that mirrors the on-screen match statuses — ready to file as your workpaper.

Next

• Support documents — the evidence library this workbook drew from.