Reviewing the Diagnostic Report

The diagnostic report displays tabs for each item that will be migrated. You should review all three of the views for each tab to see what item can be corrected in your existing foundation suite prior to migration.

To view the diagnostic report, do the following:

1. Perform the process described in Running a Diagnostic Report.

2. Select a tab, and then select a view.

   • Exact match. Each record in the left table has an exact match in the new ProSystem fx Suite based on the matching criteria you selected earlier. None of the existing foundation records will migrate to the new ProSystem fx Suite since they already have an exact match. However, if the record in the new ProSystem fx Suite has blank fields that contain information in the existing foundation suite, and you selected to migrate profile data into corresponding blank fields in the existing the new ProSystem fx Suite profile, then that information will flow to the new ProSystem fx Suite.
   • No match. None of the records shown in the left table have an exact or possible match in the new ProSystem fx Suite. All of these records will be migrated to the new ProSystem fx Suite.
   • Possible match. Select a current record in the left table to see the records in the new ProSystem fx Suite that are possible matches.
   • Returns.  Any returns that have been downloaded will not be migrated by default. These returns display in the Returns with downloaded status section. You can override this option during migration.
3. If needed, click to save the report to an XLS or XLSX file.
4. Click Finish to return to the Welcome window.