Helpful review habit
Confirm the selected view, grouping, and date scope before you interpret any variance, because those controls change the table meaning quickly.
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Reporting / Flux Analysis
Flux Analysis Overview
Use the current Flux Analysis page to review balances by view type, group rows by dimension, and adjust the month or date range before investigating variances.
Workflow
Setup workflow
Step 1
Open Flux Analysis
Go to Reporting > Flux Analysis so the current analysis controls and table are visible.
Step 2
Confirm ERP data is available
If the page shows a missing-connection or initial-sync state, complete the ERP setup before expecting flux results.
Step 3
Choose the view type and grouping
Use the current controls to switch between Profit and Loss and Balance Sheet views and choose the Group By value you want to analyze.
Step 4
Set the date scope
Use the current date-range controls or the built-in month behavior to focus the analysis on the period you want to review.
Step 5
Review the analysis output and settings
Inspect the Flux Analysis table, then open the settings entrypoint if you need to adjust report structure or related configuration.
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