What is Online Analysis?

General Ledger includes several online analysis forms that you can use to view real-time information. Use the online analysis forms to identify a specific journal entry, transaction, daily transaction total, or account information. Then use a drill around to display additional related information. The following analysis forms are available:


To	Use
Display a journal entry with its associated detail, totals, and comments	Journal Analysis (GL41.1)
Display transactions for a posting account (with or without detail), track transaction attributes by source code, mark posted transactions as reconciled, or view transaction totals	Transaction Analysis (GL90.1)
Display the transaction total for a posting account for a specific posting date or range of posting dates	Daily Transaction Analysis (GL43.1)
Display a wide range of account information based on organization, account and period criteria you define Multiple screens have a CSV Export option	Account Analysis (GL95.1)

Example 1: Using Journal Analysis

Journal Analysis (GL41.1) lets you display a journal entry with its associated detail, totals, and comments. The following options are available:

You can use the Drill Around feature to display additional information for a transaction line.
You can click the Totals button to display journal totals.

Example 2: Using Transaction Analysis

Transaction Analysis (GL90.1) lets you display transactions for a posting account. You can display transaction amounts and detail, track transaction attributes by source code, mark posted transactions as reconciled, and view transaction totals. You can use the Drill Around feature to display additional transaction details. Use the following table to help you navigate from the main form.


To display	Choose
Transaction total for the account number you select	Total to access Transaction Totals (GL90.2)
Transactions based on specific criteria you select	Filter to access Filter (GL90.3)
Posted transactions that you can mark as reconciled for audit purposes	Reconcile to access Reconcile Transactions (GL90.4)
Multiple transaction currency amounts and the total number of transactions when Transaction is selected in the Currency field on Filter (GL90.3)	Total to access Transaction Currency Analysis (GL90.5) Note: The GL90.5 screen will appear only if the filter is set for Transaction Currency. If you choose Total for any other filter options, Transaction Totals (GL90.2) will appear.
A comparison of transaction, base, unit, or report currencies for a transaction with the accounting unit, account, fiscal year, and period range specified on (GL90.1)	Compare to access Compare Transaction Analysis (GL90.6).

Note: To display the associated detail lines for a selected transaction, use the Drill Around feature.

Example 3: Using Daily Transaction Analysis

Note: You can select the Next or Previous action to display transactions for the next or previous account number for the accounting unit.

Daily Transaction Analysis (GL43.1) lets you display the transaction total for a posting account for a specific posting date or range of posting dates. You can use the Drill Around feature to display transaction detail.

You can view transactions only for accounts that have Yes selected in the Account Daily Balance field on the Summary Account Options (GL00.5) subform or the Account Information (GL00.4) subform in Chart of Accounts (GL00.1).

Example 4: Using Account Analysis

Account Analysis (GL95.1) lets you display a wide range of account information. You can select organization, account, and period inquiry criteria. Use the Drill Around feature to display additional information. Use the following table to help you navigate from the main form.


To display	Choose
Account period and year-to-date totals and detail	Account
Accounting unit period and year-to-date totals and detail	Acct Unit
Company period and year-to-date totals and detail	Company
Period totals, year-to-date totals, and beginning balances for the current year and last year	Annual
Beginning balances, period totals, ending balances, and percent change for the current and last year	Totals
Chart detail (on this subform you can override the organization, account, and period data you selected on GL95.1)	Chart
Accounting unit view detail (on this subform you can select various level, account and period options)	Org View

Note: On many of the forms, you can click additional links to display more information. To display additional information for a line entry, select the Select for Transfer (X) line action, and then click the appropriate button.