Creating an Analysis Item

To create an analysis item:

1. Navigate to the Analysis Items tab.
2. Click New.
3. 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.
4. Click Next.
5. Enter a name for the analysis item.
6. Enter a reporting code or an alternative name to identify the analysis item.
7. 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

Notes:

If you are using analysis items as part of the Billing Document to Accounting Transaction integration, you must create an associated dimension in Accounting whenever you create an analysis item.

The Accounting dimension reporting code or alternative name must exactly match the Foundations analysis item reporting code or alternative name that you create.

For more information, see Setting up the Billing Document to Transaction Integration.