It is available to users with most standard user roles, with the exception of the warehouse worker, warehouse worker with cash register, and salesperson roles. The overview is limited to companies with double-entry accounting (it is not available for tax records).
Note: The Analytical Overview is a built-in part of the application and cannot be edited. If you like it but want to customize it, create a new overview in overview management using the New button. You can then generate it and modify it freely according to your requirements.
Included components
Period
A standard component that defines the time period for the chart components.
Assets
A component with a bar chart displaying assets broken down into cash, investments, inventory, trade receivables, and other receivables for individual intervals within the specified period. The intervals can be changed. When the
Compare with previous year checkbox is selected, the values from the previous year are displayed; hovering the mouse cursor over a segment also shows the year-over-year difference.
Liabilities
A component with a chart displaying liabilities broken down into equity, loans, trade payables, and other payables for individual intervals within the specified period. The intervals can be changed.
When the Compare with previous year checkbox is selected, the values from the previous year are displayed; hovering the mouse cursor over a segment also shows the year-over-year difference.
Revenues and Expenses
A component with a chart displaying revenues and expenses for individual intervals within the specified period, with a detailed breakdown by individual 5xx and 6xx accounts. The intervals can be changed.
Tips for better navigation:
Hovering the mouse cursor over a bar segment in the chart displays the name of the element and the numerical value it represents.
Moving the cursor near an adjacent bar (but not directly onto it) displays information about the same type of segment in the neighboring bar.
Hovering the mouse cursor over a label or the corresponding colored square in the chart legend highlights all matching segments across the chart bars. Clicking on it hides or shows the respective segment in the chart bars.
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