Reports

incadea Automotive365 Accounting introduces an entry on the Analysis View page. On the Role Center page you can access the Analysis View directly:

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Fig. 19: Analysis View

The entry for Automotive is created once you enter the dimensions on the Auto365 Integration Setup page.

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Fig. 20: Analysis View List Page

On this page, users can overview and edit the Analysis View according to the reporting needs of the company.

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Fig. 21: Automotive Analysis View Card

For a more complex reporting, using the dimensions which have been set up can be done with the Analysis by Dimension report. This is also a standard functionality of Dynamics365 Business Central. incadea Automotive365 Accounting has a short cut to access this report for easier access.

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1.	. On the Role Center page click on Reports ➔ Analysis by Dimension. ⇒ . Fig. 22: Analysis by Dimension on Role Center ⇒ The page Analysis by Dimensions opens.   . Fig. 23: Analysis by Dimension Page
2.	. Enter all the filters you need to (e.g. Brand Filter, Vehicle Filter, etc) and click on Show Matrix. An overview of all General Ledger accounts is opening on a new page. This view can be opened or/and exported to Excel, where you can further filter and/or work with the data. ⇒ . Fig. 24: View Analysis by Dimensions Matrix

You can create a Vehicle Trial Balance

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1.	. On the Role Center page click on Reports ➔ Vehicle Trial Balance ⇒ . Fig. 25: Vehicle Trial Balance on Role Center ⇒ The Vehicle Trial Balance page opens.   . Fig. 26: Vehicle Trial Balance Page
2.	. Enter the filter criteria (e.g. Brand, Date, etc.) and click on either Preview to view the report on your screen, Print to send it to your standard printer or Send to to send the Report by mail. ⇒ . Fig. 27: Vehicle Trial Balance