Create and Edit a Financial Analysis Using a Wizard

You can use a wizard that guides you through creating and editing analyses. Even though the wizard doesn't give you all available features, you can still use it to make typical changes, for example, adding views and filters.

Note: The wizard isn't available for dashboards and you can't use it to delete analyses.

Creating an Analysis

1. Navigator > Tools: Reports and Analytics.

2. Click Create and select Analysis.

3. Select a subject area that you want to analyze, for example, the General Ledger - Journals Real Time subject area.

4. Select the columns to include:

   • Journal Batches: Batch Details: Journal Batch

   • Journal Headers: Header Details: Journal Header Description

   • Journal Lines: Line Details: Line

   • Journal Lines:

     • Accounted Debit

     • Accounted Credit

   • Time: Accounting Period Name

5. Set these options:

   • Interaction: Default

   • Hidden: Leave unchecked

6. Click Next

7. Enter a title of Journal Report to appear at the beginning of the analysis.

8. Select the type of table and click Next.

   Tip: At any point after this step, you can click Submit to go to the last step, to save your analysis.

9. Enter the name of your analysis By Cost Center and select the My Folder.

10. Click Submit.

Editing an Analysis

1. Navigator > Tools: Reports and Analytics.

2. Select your analysis By Cost Center in the pane and click Edit.

3. Add Posting Status: Posting Status Meaning.

4. Click Submit: Save your analysis with the same name in the same folder.

   Tip: You can create a copy of the analysis, whether you edited it or not, just by saving it either with a new name or in a new folder.