Visual Accounting Analysis (with Pivot and Graph)

Viindoo Accounting app provides you with a set of dynamic accounting analysis reports with intuitive visualization in pivot or graph, giving you a more in-depth analysis of financial accounts and management accounting accounts.

Requirements

This tutorial requires the installation of the following applications/modules:

Entries Analysis Report

The journal entries analysis report is built based on the analysis of journal entries generated in the accounting system through measures and filtering/grouping criteria. From this analysis, you can get the best overview of the company’s accounting situation.

To view the journal entries analysis report, navigate to Accounting ‣ Reporting ‣ Entries Analysis:

Entries analysis report - Viindoo Accounting app
  • Depending on your needs, you can flexibly use the following measures:

    Measures for journal entries analysis - Viindoo Accounting software
    • Credit;

    • Debit;

    • Balance;

    • Amount Currency;

    • # of Items;

    • Products Quantity;

    • Count.

  • Besides, depending on the purpose, you can use the filter and grouping tools to view the report in other criteria.

  • You can save the report as favorites to use as default later on or share it with other users:

    Save current search as favorite - Viindoo Accounting app
  • Supported report types:

    • Dynamic pivot report, user-friendly and can be downloaded to an excel file. You can click on the “+”/”-” icon to extend/close the evaluation criteria:

      Pivot journal entries analysis report - Viindoo Accounting software
    • Report visual graph can be viewed in various types such as bar, line, or pie chart:

      Bar chart
      Journal entries analysis report in bar chart - Viindoo Accounting app
      Line chart
      Journal entries analysis report in line chart - Viindoo Accounting app
      Pie chart
      Journal entries analysis report in pie chart - Viindoo Accounting software

Analytic Entries Analysis Report

The Analytic Entries Analysis Report provides you with a tool to analyze analytic entries, which gives managers a multi-dimensional overview of the analytic entries.

To see this report, you need to go to Accounting > Configure > Settings, turn on Analytic Accounting feature then press Save.

Turn on Analytic Accounting

Navigate to Accounting > Reporting > Analytic Entries Analysis:

Analytic entries analysis measures - Viindoo Accounting app

Similar to the journal entries analysis report, with the analytic entries analysis report, you can:

  • View reports in pivot or graph format with different chart types.

    Pivot report:
    Analytic entries analysis report - Viindoo Accounting software
    Graph report:
    Graph analytic entries analysis report - Viindoo Accounting app
  • Flexible use of measures to generate reports tailored to each need:

    • Entries;

    • Quantity;

    • Amount;

    • Count.

  • Save the report to the favorites filter for later use.