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Create Analysis Views and Reports

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Create customized reports based on records of your posted transactions.

Analysis Reports

Analyze the dynamics of your sales according to key sales performance indicators that you select.

How to: Create New Sales Analysis Reports

Analyze the dynamics of your purchase volumes as well as your vendors' performance and purchase prices.

How to: Create New Purchase Analysis Reports

Analyze the dynamics of your inventory according to key performance indicators and to analyze your inventory costs.

How to: Create New Inventory Analysis Reports

Define the columns that you want to include in your analysis report by setting up analysis column templates.

How to: Set Up Analysis Column Templates

Define the lines that you want to include in your analysis report by setting up analysis line templates

How to: Set Up Analysis Line Templates

Specify the value type, such as cost amount, quantity, and sales amount of the item ledger entry or value entry which is copied to the Analysis Report window and printed in reports.

How to: Set Up Analysis Types