Getting started
Running a monthly review
More sources and clients
How the numbers work
Editing the method
The steps behind a month, and how to change them.
Every month is produced by a method: a saved set of steps that turns your files into the month's figures. The month view lists the steps in order, and Edit the method opens them.
The steps you will usually see
Read files | Reads each source, with the row count. |
Set aside at read | Rows left out as the files are read, such as failed charges, with the number and dollars. |
Match customers | Joins records that belong to the same customer. |
Add columns from a list | Adds a customer list's columns to each payment. |
Set aside repeats | Rows that repeat rows already read. |
The month | The month itself, with its total. |
Each step shows what it did: how many rows it touched and how many dollars moved.
What you can change
Add a calculated column on any step, for example a region from a country, or a plan family from a plan name.
Edit your file's own columns where they come in, for example correcting a column's type or what it holds.
Join two sources on a column they share, such as an account ID.
Steps run in Morevy's calculation, not in the AI.
Asking for a change in plain words
On the month view, select Tell the analyst what to change and describe what you want, for example convert every amount to US dollars before duplicates are removed. Morevy proposes the step and where it goes in the method. Nothing changes until you accept it.
When a step is refused
If a step cannot run, the month view says Run refused and Next · open the method and resolve the refused step. Open the method to see which step was refused and why.
Next month
The method is saved with the workflow. When next month's file arrives, it runs through the same steps, and your earlier answers carry forward.