Analysis Type

Select documents to analyse, Invoices or Orders. Sales information will be derived from the analysis type selected.

Analysis Grid

Click below Analyse.

In the Analyse grid choose the analysis groups to report on and determine their ordering. Reports will be summarised for the groups. For detailed, non-summarised reporting, analyse by Document or Line as the final analysis group.

Document and Line refer to the Analysis Type selected, either Invoices or Orders. These can be used for detailed non-summarised reporting. When these are included, the DocumentID or LineID will be added to the Fields tab as non-visible to give a unique field.

To analyse one analysis group, select the group that applies, for example, AR Customers for a Customer only report, or IC Products for a Product only report.

To analyse by more than one analysis group, select the groups that apply and put them in order you want them grouped and summarised.

For example, for a Customer by Product report, both AR Customers and IC Products must be selected and AR Customers must be above IC Products. For a Product by Customer report, IC Products must be above AR Customers. You can use the Move buttons or arrow keys to move the fields up and down.

If you select an analysis group which is blank for the data you are reporting on (for example, if you select AR Category1, but some records do not have an AR Category 1 assigned), an Analysis code and Description of (none) will be displayed to analyse records where the Analysis Category is empty. To omit these records from the report, apply selections or a filter from the Data Selections tab.

The following examples are of uses for selected Analysis groups:

• Customer Only, To summarise sales to customers on a month by month basis.
• Customer by Product, To establish which Products are purchased by specified Customers.
• Product Only, To create a report that summarises the quantity and value for Products sold.
• Sales Person Only, To establish weekly sales by Sales person.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a line.

Move up / Move down

(Shift+Up)

(Shift+Down)

Move a line up or down the grid.

Delete (F3)

Delete a line.

Analysis Range

Controls the range of data the report is generated from.

Analysis, Select period, year, all periods, or a range of periods or dates.

To include your analysis range selection in the report selections toggle to next to the selection. The Analysis Range is saved with the report definition relative to the current period for Accounts Receivable, or the system date for a range of dates.

• Period or Year - gives access to Period to Date (PTDThis), Last Period to Date (PTDLast), Year to Date (YTDThis), Last Year to Date (YTDLast), Full Year (FullYearThis), Last Full Year (FullYearLast) figures.
• Range of Periods - gives access to Range of Periods this Year (RangeThis) and Range of Periods Last Year (RangeLast) figures.

Crosstab

Selected, will include periodic columns across the report. You can specify the number per column and the unit (Periods, Days, Weeks, or Months, Years) for the columns.

If the Analysis Range is not evenly divisible by your crosstab unit and count (for example, Period based on calendar months, cross-tabbed by weeks), use Count from to determine how the range is divided.

Advanced Analysis

Selected, the summary fields are also available at the Document or Line level. All fields from your analysis groups are available. These amounts and quantities will return the current values stored on the master file or analysis code, regardless of your Analysis Range.

Clear, the Document or Line source excludes fields that are available from the summary.

Amount and quantity fields from your analysis groups are not available.