Creating an Analysis Item
To create an analysis item:
- Navigate to the Analysis Items tab.
- Click New.
- Select an analysis item record type from the list. The record type determines the category to which the analysis item belongs, such as Cost Center or Industry Type.
- Click Next.
- Enter a name for the analysis item.
- Enter a reporting code or an alternative name to identify the analysis item.
- Click Save.
The following table provides example analysis item record types, values, and reporting codes.
Record Type |
Analysis Item Name |
Reporting Code |
---|---|---|
Cost Center | Accounting | ACC |
Customer Service | CUS | |
Legal | LEG | |
Marketing | MKT | |
Research and Development | RND | |
Industry Type | Chemical | CHM |
Electronics | ELC | |
Manufacturing | MFC | |
Pharmaceutical | PHA | |
Printing and Publishing | PUB | |
Transportation | TRN |