Analysis reports can use for create customized reports based on records of posted transactions.
For details please see - Create Analysis Reports - Business Central | Microsoft Docs
31. Steps for create Sales Analysis Report
The analysis report consists of the objects that you want to analyze, such as customers, customer groups, sales people and so on, represented as lines, and the analysis parameters, that is, the way you want to analyze the object, represented as columns, such as profit calculations, periodic comparisons of sales amounts and volumes or periodic comparisons of actual and budgeted figures.
| Steps | Description |
|---|---|
| 1 | Sales & Receivables Setup (Optional) - Specifies the dimension code for customer groups & or Sales Person in your analysis report. (if any)
|
| 2 | Sales Analysis View - Specifies the dimension code it use for analysis report 2.1 Go to Sales Analysis Views 2.2 Create New Analysis View
2.3 Enter Analysis View Information (1) Fill up the general information
(2) Select the Dimension - max 4 Dimensions for analysis view (3) Click Update action - Last Date Updated and Last Entry No. to be shows after update
|
| 3 | Analysis Line Templates - setup the line templates for a set of lines it representing the analysis lines that you see in the analysis report. Enter the Column Templates Name, Description and Analysis View Code then click Lines actions to setup
For more details, please see https://docs.microsoft.com/en-us/dynamics365/business-central/bi-how-create-analysis-views-reports#to-set-up-analysis-line-templates |
| 4 | Analysis Column Templates - setup the column templates that you expected to use in your analysis report. In this case example, select Sales Analysis Column Templates for Sales Analysis Report
Enter the Column Templates Name then click Columns actions to setup the columns
For more details, please see https://docs.microsoft.com/en-us/dynamics365/business-central/bi-how-create-analysis-views-reports#to-set-up-analysis-column-templates |
3.2 View the Sales Analysis Report
Follow the steps below for view the sales analysis report
1) Go to Sales Analysis Report, add a new report and select template for the report (or select eexisting report)
2) Click Edit Analysis Report action
3) Select Show Matrix action to preview the report.
Please note, user can select View by Option for analysis the data per day, month or quarter etc
