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Cockpit — Reconciliations Tile
Monitor FDR scenario execution results, drill into summaries, and analyze trends from the Cockpit dashboard.
Overview
The Reconciliations tile on the Cockpit dashboard provides a real-time summary of all Functional Data Reconciliation (FDR) scenario executions. It tracks the number of executions, passed scenarios, failed scenarios, and errors over a configurable time window (5 days, 1 week, or 1 month).
The tile supports three visualizations — Line Chart, Pie Chart, and Tabular — and allows drill-down navigation directly to FDR Summary and exception detail pages.
Prerequisites
- You are logged in to Data Trust with a Pro-User or Admin Pro-User role.
- At least one FDR scenario has been executed.
Accessing the Reconciliations Tile
Path: Data Trust › CockpitFigure 1: Data Trust Cockpit — Reconciliations tile visible in the dashboard
After login, the Reconciliations tile appears in the top-left area of the Cockpit. It immediately shows how many FDR scenarios have run and their pass, fail, and error counts for the current time window — so you can see data health at a glance without opening any other page.
- Log in to Data Trust.
The Cockpit dashboard loads. The Reconciliations tile appears in the top-left area of the dashboard, showing a line chart of FDR execution activity.
Switching Between All Users and Single User View
The Reconciliations tile defaults to All Users mode, showing platform-wide FDR execution data. You can narrow the view to your own executions only.
Figure 2: Reconciliations tile — hovering the user icon shows 'Switch to Single User'
Before clicking, hover over the person icon in the tile header to confirm it will switch scope. The tooltip previews the action, so you always know which mode you are about to activate.
Figure 3: Reconciliations tile — Single User view, scoped to the logged-in user's FDR executions
In Single User mode, the chart shows only FDR executions belonging to your own account. This removes platform-wide data from the view, making it easier to monitor your personal reconciliation workflows without noise from other users.
- In the Reconciliations tile header, locate the user icon (person silhouette) next to the tile title.
- Click the user icon to toggle between All Users and Single User mode.
The tile refreshes and displays data scoped to the selected mode. The icon highlights to indicate the active mode.
Selecting a Time Range
By default, the tile displays the last 5 days of FDR activity. You can change the time range using the 5D / 1W / 1M selector in the tile header.
Figure 4: Reconciliations tile — time range selector showing 5D, 1W, and 1M options
The 5D, 1W, and 1M buttons let you widen or narrow the time window shown on the chart. Use 5D for a quick check on recent activity, 1W for a weekly overview, and 1M to spot longer-term trends in FDR execution patterns.
- In the Reconciliations tile header, click 5D, 1W, or 1M.
- 5D — Last 5 days
- 1W — Last 7 days (1 week)
- 1M — Last 30 days (1 month)
The chart updates immediately to show FDR execution data for the selected period.
Using the Chart Legend
The chart legend identifies each data series — Executions, Pass, Fail, and Error — by color. You can show or hide individual series by clicking their legend entries.
Figure 5: Reconciliations tile — chart legend showing Executions, Pass, Fail, and Error series
The legend identifies each colored line: Executions (total runs), Pass, Fail, and Error. The color assigned to each series is consistent across all chart types, so the mapping stays predictable when you switch between Line Chart and Pie Chart views.
Figure 6: Reconciliations tile — clicking a legend item strikes it through and removes that series from the chart
Clicking a legend item crosses it out and hides that line from the chart. This is useful when one series (such as Executions) dominates the Y-axis scale and makes it hard to read the smaller Fail or Error lines — hiding it lets the remaining series fill the chart area more clearly.
- Locate the Legend icon in the tile's top-right action bar and click it to reveal the legend panel.
- Click any legend item (for example, Fail) to toggle its series on or off in the chart.
The selected series is struck through in the legend and hidden from the chart, making it easier to focus on specific data lines.
- Click the same legend item again to restore the series.
Refreshing the Tile
Figure 7: Reconciliations tile — Refresh icon in the action bar
The circular-arrow Refresh icon reloads the tile's data from the server immediately. Use it after submitting a batch of FDR executions to see the updated counts without reloading the entire Cockpit page.
- Click the Refresh icon (↻) in the tile's top-right action bar.
The tile reloads the latest FDR execution data from the server.
Switching to Tabular View
The Tabular view replaces the chart with a concise count table showing Executions, Pass, Fail, and Error totals for the selected time range and user scope.
Figure 8: Reconciliations tile — Tabular view showing Executions, Pass, Fail, and Error counts
Tabular view replaces the chart with a four-row count table: Executions, Pass, Fail, and Error. Use this view when you need exact numeric totals rather than a visual trend — for example, to report precise pass and fail counts for a given week.
- Click the Tabular icon (list/grid icon) in the tile's top-right action bar.
The chart is replaced by a table with four rows: Executions, Pass, Fail, and Error, each showing the count for the active time range.
Drilling Down from the Tabular View
Each row in the tabular view is clickable. Clicking a row navigates you to a filtered list of the corresponding FDR scenarios, from where you can further drill into individual execution summaries and exception details.
Figure 9: Reconciliations tabular view — clicking the Executions row to drill down
Each row in Tabular view is a hyperlink. Clicking the Executions row takes you directly to a filtered list of all FDR scenarios that ran in the active time window, so you can review individual scenarios without manually searching for them.
Figure 10: Scenario Output Browser — list of FDR scenarios matching the selected status
The Scenario Output Browser opens pre-filtered to the status you clicked. Scroll through the list to identify specific scenarios that need attention, or use the search and sort controls to narrow the results further.
Figure 11: FDR Edit page — opened by clicking a specific scenario in the drill-down list
The FDR Edit page shows the full scenario configuration, data connection details, field mappings, and run history. Use it to investigate why a particular scenario failed or to make adjustments before re-running it.
- In the Tabular view, click on the Executions, Pass,
Fail, or Error row.
You are taken to the Scenario Output Browser filtered to show scenarios matching that execution status.
- Click any scenario name in the list to open its FDR Edit page for detailed configuration and execution history review.
Figure 12: FDR scenario — clicking the Status icon on a scenario tile
The colored Status icon on each scenario tile is a one-click shortcut to that scenario's Execution Summary. Its color (green for pass, red for fail, orange for error) tells you the last run outcome before you even click it.
Figure 13: Scenario Execution Summary — opened by clicking the Status icon
The Scenario Execution Summary shows aggregated counts for one run: how many source and target records were processed, how many matched, and how many resulted in exceptions. It gives you a quick pass/fail breakdown without opening the full scenario configuration.
- From the Scenario Output Browser, click the Status icon on any scenario tile to open its Scenario Execution Summary page, which shows a breakdown of the execution results including source counts, target counts, matched records, and exceptions.
Viewing Source and Target Counts
Figure 14: Scenario Execution Summary — clicking the Source Count value
Clicking the Source Count value on the summary page drills into the individual source records that fed this reconciliation run. Use this to verify that the correct data was extracted from the source system before investigating mismatches.
Figure 15: Scenario Execution Summary detail — source records breakdown after clicking Source Count
The source records detail page lists every record extracted from the source system for this specific run. Review this to confirm data completeness — if the count looks lower than expected, the issue may be upstream in the source rather than in the reconciliation logic.
Figure 16: Scenario Execution Summary — clicking the Target Count value
Clicking the Target Count opens the corresponding target-side record list for the same run, enabling a direct comparison against the source count and data content.
Figure 17: Scenario Execution Summary detail — target records breakdown after clicking Target Count
The target records detail page mirrors the source breakdown but for the target system. Comparing both lists side by side helps identify whether discrepancies come from missing source records, missing target records, or field-level mismatches.
- On the Scenario Execution Summary page, click the Source Count value to view a detailed breakdown of source records processed in the reconciliation run.
- Click the Target Count value to view the corresponding target record details.
Pie Chart View
The Reconciliations tile also supports a Pie Chart visualization, which shows the proportion of Executions, Pass, Fail, and Error as colored segments.
Figure 18: Reconciliations tile — Pie Chart view showing execution result distribution
The Pie Chart view divides the total execution count into colored slices — one per outcome. The relative size of each slice immediately shows the proportion of passes versus failures, making it easy to assess overall FDR health at a glance.
Figure 19: Reconciliations Pie Chart — hovering over the Passed segment highlights passed scenarios
Hovering over a pie slice highlights it and shows a tooltip with the exact scenario count for that outcome. This is faster than switching to Tabular view when you just need a quick number for a specific result category.
Figure 20: FDR Summary page — navigated to by clicking the Passed segment in the pie chart
Clicking a pie segment (here, Passed) takes you directly to the FDR Summary page pre-filtered to only the scenarios with that outcome. This skips the need to manually filter the summary page, saving several steps.
- Click the Pie Chart icon in the tile action bar to switch to pie chart mode.
The line chart is replaced by a pie chart divided into colored segments representing execution outcomes.
- Click any pie segment (for example, Passed) to drill down to the FDR Summary page filtered by that outcome.
Line Chart — Hovering for Details
Figure 21: Reconciliations tile — Line Chart view showing historical execution trends
The Line Chart is the default visualization. Each line represents a different outcome (Executions, Pass, Fail, Error) plotted day by day, making it easy to spot whether failures are trending up or down over the selected period.
Figure 22: Reconciliations Line Chart — hovering over a data point shows a tooltip with exact counts
Hovering over any point on the line chart pops up a tooltip with exact counts for all series on that date. This is helpful for checking precise values at a specific point in time without switching to Tabular view.
- In the Line Chart view, hover your mouse over any data point on the chart.
A tooltip appears showing the exact count values (Executions, Pass, Fail, Error) for that specific date and time.
- Click a data point to navigate to the FDR Summary page filtered to scenarios executed on that date.
Figure 23: FDR Summary page — navigated to from the Line Chart data point click
Clicking a data point on the line chart navigates to the FDR Summary page filtered to scenarios executed on that exact date. This lets you investigate a specific day's execution results directly from the trend chart.
Figure 24: FDR scenario edit page — opened from the FDR Summary list
Clicking a scenario name on the FDR Summary page opens its Edit page, where you can review the full configuration, field mappings, connection details, and recent execution history.
Figure 25: FDR Status detail — status information for the selected FDR scenario
The FDR Status panel shows the outcome classification (Pass, Fail, or Error) along with a timestamp for the selected execution. Use it to quickly categorize the result and decide whether further investigation is needed.
Figure 26: Scenario Exception page — exception records for a failed FDR execution
The Scenario Exception page lists every individual record where source and target data did not match. Each row is an exception that your team may need to investigate, reconcile, or escalate — this is the starting point for root-cause analysis on failed runs.
- From the FDR Summary page, click any scenario to open its Edit page.
- Review execution status details and navigate to the Scenario Exception page to inspect individual exception records.
Expanding the Tile
The Reconciliations tile can be expanded to a full-width view for easier analysis of data trends, especially useful when reviewing high-volume execution data.
Figure 27: Reconciliations tile — clicking the Expand icon to enlarge the tile
The two-arrow Expand icon in the top-right corner of the tile enlarges it to fill the full Cockpit width. Click it when you need a larger chart area for detailed trend analysis or when data points are too close together to read in the standard tile size.
Figure 28: Reconciliations tile — Expanded View showing the full-width chart
Expanded View fills the Cockpit canvas with the Reconciliations chart. The wider display makes it much easier to distinguish closely spaced data points and read axis labels, especially when reviewing a full month of daily execution history.
Figure 29: Reconciliations tile — clicking the Close (X) button to collapse back to the normal Cockpit view
The X (Close) button in the expanded tile header collapses the tile back to its standard size and immediately restores the full multi-tile Cockpit dashboard, giving you access to all other tiles again.
- Click the Expand icon (❐ two-arrow icon) in the tile's top-right action bar.
The tile expands to occupy the full width of the Cockpit view, providing a larger canvas for the chart or tabular data.
- To return to the standard multi-tile Cockpit layout, click the Close (X) icon
in the expanded tile's header.
The tile collapses and the full Cockpit dashboard is restored.