Editing an Analysis Item

You can make the following changes to an analysis item after it has been created:

  • Edit the name or reporting code
  • Change the record type to which the analysis item belongs

Editing the Analysis Item Name or Reporting Code

To edit an analysis item's name or reporting code:

  1. Navigate to the Analysis Items tab.
  2. Edit the analysis item. To do this, complete one of the following steps:
    • Click the name of the analysis item and click Edit.
    • On the record you want to edit, click  and click Edit in the drop-down menu.
  3. Select an analysis item record type from the list. The new analysis item is stored as the selected category, such as Cost Center or Industry Type.
  4. Click Next.
  5. Update the a name or reporting code.
  6. Click Save.
Notes:

If you are using analysis items as part of the Billing Document to Accounting Transaction integration, the Accounting dimension reporting code or alternative name must exactly match the Foundations analysis item reporting code or alternative name that you create.

Change the Analysis Item Record Type

Changing the record type that the analysis item belongs to changes the category it is associated with. For example, if your business changes its categorization system, you might need to restructure your analysis items.

Your business uses analysis items to store details of tax-exempt accounts. You have one analysis item record type named Organization Type, which includes analysis items for various religious and educational organizations. Your business has decided to split religious and educational organizations into two separate categories.

You rename the existing Organization Type record type to Religious and create a new record type named Educational. You change the record type of the relevant analysis items, such as College, Elementary School, and Middle School, to the new Educational record type.

All other analysis items remain in the original record type, which has been renamed to reflect its new category.

Religious Educational

Church

 College
Monastery Elementary School
Mosque High School
Synagogue Middle School
Temple University

To change the record type to which the analysis item belongs:

  1. Navigate to the Analysis Items tab.
  2. Find the analysis item you want to view and click the name of the analysis item to view the record.
  3. Click  and click Change Record Type in the drop-down menu.
  4. Select the record type that you want this analysis item to belong to.
  5. Click Next.
  6. [Optional] Change the name and reporting code.
  7. Click Save.
Note:

If a value has been saved in an analysis item lookup, it remains on the record after you change the associated record type. We recommend that you run a report to identify any affected values that could result in an invalid combination of record type and value.