Analytic Reporting

Reading Cost/Revenue by Dimension

Analytic Account P&L

The Financial Reports course's "Analytic / Cost Center P&L" screen (Finance Insights) shows a full income statement re-cut by analytic account instead of by company-wide totals — see exactly how "Marketing" or "Project X" performed as if it were its own mini P&L.

Pivot & Group By

On the General Ledger, Budget, or Sales/Purchase Analysis reports, group by or filter on any analytic plan to slice the same underlying data by department, project, or cost center without needing a dedicated report for each dimension.

Consistency Is Everything

Analytic reporting is only as good as how consistently transactions are tagged. A single untagged vendor bill silently falls outside every department/project report while still counting in the company total — periodically run a filter for "Analytic Distribution is not set" on relevant journals to catch gaps before they distort a report.

Best Practices

• Set up Auto-Distribution Rules for your most common recurring vendors/products before going live — it saves far more manual tagging than fixing it after the fact.
• Review untagged transactions monthly as part of your close process.
• Keep the number of active, required plans manageable — every plan you require is one more thing every user must remember to fill in correctly.