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Available Views

The Files list supports two view modes:
ViewDescription
Table ViewRows with columns for file name, source, period, status, content, rows, revenue, and upload date. Best for scanning many statements and comparing values.
Card ViewCard layout with key details per statement. Useful when you prefer a visual overview.
Default: Table View.

Switching Views

  1. Go to StatementsFiles
  2. In the toolbar, use the view toggle (table and card icons)
  3. Select Table View or Card View
Your choice is remembered for the next time you visit the Files section.

Files Overview

List columns, status, and confidence scores.