The report view
The clause counters, the findings to review, the reconciliation and the breakdown.
Once the report is generated, a Report tab joins Clauses and Form 26AS at the top of the page, and summarises where things stand.
The counters
Five figures, in one strip across the top of the tab.
- Clauses filled
How many clauses have a value. Not how many are correct.
- AI-computed
Clauses OptiVida derived for you rather than you typing them.
- Findings
How many things it noticed that are worth your attention. Amber while any are outstanding.
- Reviewed
Of the clauses waiting on your review, how many you have been through.
- Citations verified
Where a derived figure could be traced back to what it came from.
Reviewed counts a different set from AI-computed
The two denominators are not the same population, so the numbers will not line up and are not meant to. AI-computed counts what was derived; Reviewed counts against everything put in front of you to review. A clause written from your own form entries is in neither.
The document
The Form 3CD document card says where the PDF stands.
- Open PDF
The stored document is the report as it stands. Opening or downloading it again is free, whatever the day.
- Regenerate PDFShows the cost
The report has changed since the document was generated. The stored PDF stays as it is until you regenerate; regenerating creates a new version.
- Generate in the wizard
The report has never been generated. The first version comes from the wizard's last step, which checks the form and states the cost.
Warning
A high Clauses filled count is not a finished report. Filled means a value is present. Reviewed is the number that says you have looked, and it is the one to work to.
Findings to review
Things OptiVida noticed while working through the books that are worth your attention — an inconsistency, a figure that does not sit with another, a clause where the derivation was uncertain.
A finding is not an error and not an opinion. It is a to-do list: each is something to look at, and having looked, you may well conclude there is nothing in it.
Data reconciliation
Where figures in the report should agree with each other, this shows whether they do — the expenditure breakup against total expenditure, for instance.
A reconciliation that does not tie is worth clearing before generating. It is exactly what a reviewer checks first.
The breakdown
Shows how a derived clause was arrived at: which ledgers, which amounts, which rule.
Use it when a figure is not what you expected. It is quicker than reconstructing the derivation yourself, and it names the ledger to go and look at.
On a manual report there is nothing to break down: the clauses are what you entered, and the card says so.
Citations
A citation links a figure to the record it came from. Citations verified counts how many stood up when checked.
Note
A figure without a verified citation is not necessarily wrong — some clauses are inherently a matter of judgement and have no single record to cite. It does mean the figure rests on your work rather than on a traceable derivation.
Edit and regenerate
Edit & Regenerate, or the Clauses tab, takes you back into the wizard at any time. Correct what needs correcting and generate again.
Last updated 30 Sept 2026
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