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 Billing Document Integration.