| | Sage Copilot - Instant report analysis |
| Description | Instant Report Analysis provides you with the ability to analyse data on your Profit & loss and Balance sheet reports. |
| Resolution | Set up Copilot Before you start, you'll need to set up Sage Copilot if you haven't already.
Analyse your reports - Go to Nominal codes then select Copilot insights.
- On the Nominal codes insights window, select from either:
- Begin analysis
- Analyse balance sheet
- Analyse profit and loss
▼ Report summary: Transactional profit and loss - Select Begin analysis then enter your Start date and End date.
- Click Confirm.
The Report analysis: Transactional Profit and Loss window displays the summary of the report categories. - Select from the options:
- A detailed report - enter the criteria in the Criteria Values window then click OK to see your report
- Prior year chart - Transactional profit and loss comparison graph appears
- Comparison to prior year - displays your figures for this year and how they compare
▼ Detailed analysis - Select either Analyse balance sheet or Analyse profit and loss.
- Enter the end date for the report in the Report criteria window, then click Confirm.
- If you have multiple chart of accounts, select the layout from the dropdown list.
- Click Confirm.
The report analysis appears. The data displays as strengths, weaknesses and a conclusion. - Click Change criteria to run the report again to a different date.
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