Analytic Report
Profit and loss by analytic plan and account.
Overview
The Analytic Report sums results by the dimension you choose, for example by branch or project, using the analytic items created on posting. Select a plan and a date range.
When to use analytic report
- You compare branches or projects.
Step by step
In the Accounting module open Reporting in the green navigation bar, then choose Analytic Report under Dimension Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.analytic.create
- accounting.analytic.delete
- accounting.analytic.read
- accounting.analytic.update
- accounting.report.export
- accounting.report.read