1. What is SmartResearch and what does it do?
Answer: SmartResearch is a question‑and‑answer workspace for your finance data, currently focused on AP invoices, payments, and vendors. It lets you type questions in plain language (for example, “Which invoices are overdue and not yet paid?”) and returns answers as explanations, tables, and charts, using data from your system of record (such as Workday) and predefined metrics and KPIs. It is read‑only and does not change any data in your ERP.
2. What types of questions can I ask SmartResearch?
Answer: You can ask business questions in plain English, such as:
- “Show all invoices pending approval for more than five days.”
- “What is our current DSO?”
- “List vendors with the highest exception rates last month.”
3. Why did my query return no results?
Answer: Possible reasons include:
- The filters are too restrictive (e.g., date range, vendor selection).
- The data source does not contain matching records.
- You may not have access to the relevant data.
Recommended Action: Try broadening your filters, rephrasing your question, or contacting your administrator to verify access.
4. What does a low confidence score mean?
Answer: A low confidence score indicates that the metric or result may be based on incomplete, inconsistent, or outdated data.
Recommended Action: Review the data sources in the metric detail view or contact your administrator for further investigation.
5. How do I export results from SmartResearch?
Answer: Use the Export button in the results or metric detail view to download data as a CSV or PDF file.
6. What file types can I upload to SmartResearch?
Answer: Supported file types include CSV and XLSX.
Recommended Action: Ensure your file meets the documented size and format requirements.
7. I do not see expected data or features. What should I do?
Answer: You may lack the necessary permissions or access rights.
Recommended Action: Contact your SmartResearch administrator to verify your role and access.
8. How do I get support or report an issue?
Answer:
- Contact Auditoria Support for further assistance.
9. How does SmartResearch handle data from multiple ERPs?
Answer: SmartResearch aggregates and normalizes data from multiple ERPs and external sources, providing a unified view for analytics and reporting.
10. What is the difference between ETL and ELT in SmartResearch?
Answer: ETL (Extract, Transform, Load) and ELT (Extract, Load, Transform) are data integration methods. SmartResearch supports both, depending on the data pipeline and system configuration.
11. How does SmartResearch ensure data quality and accuracy?
Answer: SmartResearch uses automated data validation, reconciliation, and confidence scoring to ensure the accuracy and reliability of reported metrics.
12. What happens if I ask a casual or unsupported question?
Answer: If SmartResearch cannot process your question, you will receive a helpful error message.
Recommended Action: Rephrase your question using business terms or a simpler structure.
13. How do I manage or rename chats and analyses?
Answer: Locate the chat or analysis in the Chats or Recents section, click the ellipsis (three-dot) icon, and select Rename or Delete as needed.
14. How do I view metric formulas and details?
Answer: Click on any metric in the dashboard to open its detail view, where you can see the calculation formula, supporting data, and confidence score.
15. What should I do if my file upload fails?
Answer: Check that your file is in a supported format (CSV or XLSX) and does not exceed the size limit. If the issue persists, contact your administrator.