Report by analysis types

Analysis types allow you to group and categorise your transactions. Once set up, you can get in depth report data on the Profit and Loss, Nominal Activity, Aged Debtors, and Aged Creditors reports.

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

Transaction Analysis
Group Analysis
You will need to filter each report to show analysis type activity. To do this:
  1. Go to Reporting then click More then click the relevant report.
  2. Click More, then select the relevant Analysis Type from the drop down menu.
  3. Click Calculate to see the filtered results.

Please note the Analysis Type filter on each report will only show if you have analysis types already created in Accounting.