Solution Properties
Solution ID:
222001000101101
Last Modified Date:
Fri Sep 13 09:29:31 UTC 2024
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Report by analysis types
Description

Analysis types allow you to group and categorise your transactions. Once set up, you can get in-depth report data on multiple reports. Read how to set up Analysis types.

Cause
Resolution

Once you create analysis types, you can run the following reports to see them:

Transaction Analysis

Filter each report to show analysis type activity

  1. Go to Reporting, then More and select the relevant report.
  2. Select More, then choose the relevant Analysis Type from the drop-down menu.
  3. Select Calculate to see the filtered results.

 NOTE: You need to create analysis types for the filter to appear.

Group Analysis

Steps to duplicate
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