Solution Properties
Solution ID:
222001000101102
Last Modified Date:
Fri Sep 04 11:36:23 UTC 2026
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Create analysis types
Description

Use analysis types to get a deeper look at your accounts.

EXAMPLE:

You can track costs, evaluate the profitability of different departments, or run an aged debtors report for a specific group of customers.

Cause
Resolution

Create an Analysis type

Watch the video

Follow the steps

  1. Go to Settings, select Business settings.
  2. Under Financial Settings, select Analysis types.
  3. Select either the Transaction Analysis, or the Group Analysis.
  4. Pick the relevant analysis type and make the necessary changes.

    NOTE:

    Ensure you enter at least two digits in the code.

  • To add more than three categories, simply enter a code and name on the next line
  • To delete a category, click the bin icon next to the code of that category 

NOTE:

When a category appears in a transaction or record, a tick shows up in the In use column. You can't delete a category that's in use. Rename it to Not in use if it appears in a transaction. For group categories, remove them from the relevant record and delete them.

  1. Under Active Areas for this Analysis Type, select the relevant checkboxes.
  2. Once you've created or amended the categories you need to, click Save.

If you created a transaction analysis type, when you post a transaction, you have the option of selecting the relevant category.

If you created a group analysis type, you need to allocate it to the relevant records.

Steps to duplicate
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