Bitesize Masterclass - Analytical Files

What We'll Talk About

They say a picture is worth a thousand words, but we're Accountants and we love numbers, so when someone dared us to paint a picture with numbers we took them up on the challenge. Say hello to Analytical Files! 

Analytical Files are a hugely powerful and easy-to-use tool that gives you the freedom and creativity to carve up detailed data to expose valuable information. This enables you to provide richer support your client in an advisory capability, such as data-backed advise in future planning or strategic decision making.

What You'll Learn

  • How to set up an Analytical File for new or existing clients with manual or standard Xero syncs
  • Data dimensions or categories, and what they mean for Analytical Files
  • How to set up your and customise your reporting template with analytical period sets
  • Useful features to turn data into valuable information, such as creating budgets or configurations

Short on time? Read up on how to set up analytical dimensions in reports or create manual uploads with dimensional tracking

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