Chart Health Advisor Tutorial

Use Chart Health Advisor to assess the health of your chart organizer structure, identify issues that affect daily operations, and determine when larger structural changes may be required. Over time, you may inherit or build complex account segment structures. Even when those structures remain functional, they can introduce challenges such as slow reports, inconsistent coding, and data integrity concerns.

Video: Chart Health Advisor Overview

In this tutorial, you'll learn how to:

  • Open Chart Health Advisor.

  • Identify issues within your chart structure and understand their causes.

  • Apply supported remediations to improve reporting and reduce operational risk.

Coming soon: Expanded data for Chart Health Advisor

Chart Health Advisor will soon evaluate additional data, including never used accounts and projects, to provide a more complete assessment of chart quality. When this enhancement becomes available, chart health scores may change to reflect the impact of these new factors.

Review Permissions

Permissions determine the actions you can complete in Chart Health Advisor.

  • View chart health score and run analysis — Requires View permission for accounts.

  • Apply remediations — Requires Edit and Delete permissions for each record, such as accounts and projects.

Open Chart Health Advisor

General ledger

You can open Chart Health Advisor from General ledger, Overview. Under Chart Health Advisor, select View all findings.

Chart Health Score

General ledger, Overview, Chart Health Advisor

The chart health score is a composite rating from zero to 100 that reflects the overall condition of your account structure.

To learn more about your score, see Understand Your Chart Health Score.

Find Issues

General ledger, Overview, Chart Health Advisor, View all findings

Findings highlight specific issues that affect chart health and link to supported actions when available. Each finding helps you understand what is happening in your chart organizer structure and what you can do to reduce complexity and risk.

Tip: To view the latest analysis results, select Refresh health score. You can refresh the results every 30 minutes.

Dormant accounts

Dormant accounts are full account strings with no activity for 12 or more months and a zero balance. Lock these accounts to reduce clutter, simplify reporting, and improve long term maintainability.

Dormancy is calculated using posted general ledger distributions only. Accounts that use a Do not post subledger workflow are expected to appear dormant and do not indicate an issue.

Other dormant records

Lock other dormant records, such as funds, account codes, and projects, to further reduce clutter in your chart. Maintaining only active records helps streamline reporting, improves usability, and makes the chart easier to manage over time.

Low usage values

Segment values, such as a department code with fewer than five lifetime transactions. Inactivate these values without removing the segment.

Never used segment values

Funds and account codes that haven't been used for any transaction.

Apply Guided Remediation Workflows

Chart Health Advisor page, Findings

Each finding guides you through a workflow change. For example, select the Accounts with no activity to view the list of accounts without activity in 12 or more months and a zero balance.

To lock these accounts so they become inactive and no longer appear in selection lists:

  1. Select the checkboxes next to the applicable accounts.

  2. Select Lock.

  3. Review the analysis results.

    Tip: When you apply a remediation step, the results refresh automatically. After 30 minutes, you can manually refresh the results by selecting Refresh health score.

  4. Repeat these steps for the remaining findings. For example, you can lock projects, make classes and t-codes inactive, review low usage records with 1 - 5 transactions in the last 12 months, and delete funds and account codes with no transaction history.

It's important to remember Chart Health Advisor doesn't make changes automatically. Instead, it guides you through each action with:

  • Pre-populated suggestions based on your data.

  • Impact details that show how changes affect reporting.

  • Confirmation steps before changes apply.

Every change applied through Chart Health Advisor appears on the relevant record's History tile, including the user and timestamp, to support compliance and traceability.