Group analysis

You can use Group Analysis to add analysis types to your customer, supplier, stock, non-stock, and service records.

This allows you to run and filter reports by these defined groups to give you better insights.

Set up and use group analysis

1. Go to Settings, then Business settings.
2. Under Financial Settings, select Analysis types.
3. Select Group analysis and you'll see these three options:
   • Customer Group
   • Product Group
   • Supplier Group
4. Select the analysis group you wan to edit and make the changes.
5. Once finished, select Save.

After setting up categories, use them to sort your reports. You can filter lists to show specific group records. You'll need to allocate a Group Analysis category to do this.

• Analysis types
• Allocate a Group Analysis category
• Remove an analysis category