Creating a new analysis report

Overview

Analysis reports give you greater flexibility to drill into your data then any other type of report but can be harder to use. Analysis allows you build a three dimensional view of your data by dragging, for example, columns like sales person and customer to the left of a list, month to the top and sales value to the middle. This allows almost endless report possibilities without custom programming.

Best practice is to use form reports for standard requirements and analysis reports where customisation or deeper analysis is required.  Unless you are using both form and analysis reports, you are probably not getting the most from your Readysell system.

Procedure

1. In the navigation panel, go to reports then analysis reports.

2. Click button New

3. Enter the name of the report
4. Enter the category (e.g: Cards, General Ledger, Purchasing etc. Normally sales)

5. Enter a data type

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6. Click the Save button
7. Click New on the parameters tab and  select a parameter type from the list shown
8. Repeat the above step until all available parameters have been added
9. Click the button Save
10. Click on button Bind Data
11. Ensure there is something displayed in the parameter drop down list then click the OK button
12. When the parameter window displays, fill in some parameters sufficient to select a reasonable number of records 
13. Right click at the top of the report and select Show Field List
14. Drag row fields to the left, column fields to the top and data fields to the right
    

15. Click Save and Close once you have your analysis report looking the way you want it to