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Data Analytics builds reports directly from DualEntry records such as invoices, bills, sales orders, contracts, and journal entries. You pick a primary record, add its fields as columns, join related records, filter, group, and add formula columns, then save, export, or schedule the result. It lives under Reports → Data Analytics. Use Data Analytics when you need a cut of transactional or master data that no standard report provides. To reshape a financial statement such as the income statement or balance sheet, use the custom report builder instead, since it starts from the statement’s accounting layout.

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Before you start

Data Analytics must be turned on for your organization, access is controlled by your role, and what a report returns is limited by your permissions on each record type. Check these before you build:
  • Organization access: Data Analytics isn’t turned on by default. If Data Analytics doesn’t appear under Reports in the sidebar, contact your Account Executive to have it enabled for your organization.
  • Data Analytics permissions: your role needs View on the Data Analytics module to open reports, Create to start new ones, Edit to save changes and schedule delivery, and Archive to archive reports. An admin sets these under user roles; see roles and permissions.
  • Record permissions: each report also checks your view permission on the primary record and on every joined record type. Record types you can’t view don’t appear in the primary record list.
Data Analytics reads posted records only. Draft and archived transactions are excluded, so a report’s totals reconcile to posted activity. Revenue schedules are the one exception: they include draft schedules, shown with the status Scheduled.

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Start a report from a template or a blank report

Every Data Analytics report starts from the template gallery. In Reports → Data Analytics, choose New report or Templates, then pick one of these starting points in Start from a template:
  • Unbilled sales orders by customer
  • AR aging by customer
  • Contracts expiring in 90 days
  • Schedule roll-forward
  • Revenue by customer and month
  • Blank report
Templates come with their joins, columns, and grouping already set, and everything in them stays editable. Blank report starts on invoices with no columns. Starting from the template closest to your goal is usually faster than building from blank. Choosing a template from the report library creates a new report. Choosing Templates from inside an open report replaces that report’s setup instead.

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Choose the primary record and add fields

The primary record decides what one row of the report represents, so choose it first. In the builder’s left panel, open Primary record and select a record type. Each option is tagged Posting, Non-posting, or Record (master data such as customers, vendors, items, and the chart of accounts).
  1. Select the primary record. Changing it on a report that already has columns asks you to confirm with Change record, because it starts the report over.
  2. Under Fields, search or browse the fields, grouped by record type, and select a field to add it as a column. Select it again to remove it. Custom fields are available alongside standard fields.
  3. Under Columns, drag columns into the order you want, or move them with the arrow keys. The result grid follows the same order.
Fields marked with a Line badge come from line-level records such as invoice lines or journal entry lines. Choose a line record type (for example, Invoice Lines) as the primary record when you need one row per line rather than one row per document. Joins add fields from records related to the primary record, such as the customer on an invoice or the account on a journal entry line. DualEntry works out how the records connect, so you never match raw columns yourself.
  1. Under Joins, choose Add join.
  2. Pick a path from Suggested join paths from your primary record. Each path is labeled 1-to-1, many-to-1, or 1-to-many.
  3. Choose the join mode: Left outer (the default) keeps primary rows with no match, and Inner keeps only rows that have a match.
  4. Add fields from the joined record under Fields.
A 1-to-many join, such as invoices to their payments, returns one row per match once you add a field from the joined record, so the row count can grow. The builder warns you before and after you add one. Joins always start from the primary record, and each related record type can be joined once. Removing a join also removes that record’s columns, filters, and grouping levels. Formula columns that referenced it stay in the report, marked Invalid, until you fix or remove them.

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Filter the results

Filters narrow a report to the rows you need, and they sit above the results as they do elsewhere in Reports. A filter can use any field from the primary record or a joined record, whether or not that field is a column in the report.
  1. Choose Add filter and pick a field.
  2. Search for and select a value. The list shows the values that exist in your organization’s data, and Load more fetches more.
  3. To remove a filter, select the remove control on its chip.
Each filter matches one exact value, in the form “field is value”. Filters don’t support ranges, “contains” matching, or several values for one field. To report on a date range, add the date field as a grouping level and read the groups you need, or export the report and filter the file. If no rows match, the report lists the active filters so you can remove one or pick another value.

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Add a formula column

Formula columns calculate a value for each row from other columns in the report. Under Formulas, choose Add formula column.
  1. Enter a Column name and choose a Result type: Currency, Number, or Text.
  2. Build the expression. Select a column under Insert a column to add it, or type its name in square brackets, for example [Amount].
  3. Check Preview (first row) to confirm the result on the first row of the report.
  4. Choose Save column. It stays disabled while the name or the expression has an error, and the editor explains the error.
The formula editor supports these functions: Use +, -, *, and / for arithmetic, and >, <, and = for comparisons. When either side of + is text, it joins the two values as text. For example, DATEDIFF(TODAY(), [Due Date]) returns the days past due. Formula columns show an fx marker in the Columns list. They can’t be used as grouping levels.

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Group, total, and pivot the results

Grouping rolls rows up into subtotaled levels, such as revenue by customer and then by month. Under Grouping, choose Add grouping level and pick a field. Add more levels and drag them to reorder. Each level shows its own subtotal. To choose how a column totals, open the menu on its header in the result grid and pick Sum, Count, Count distinct, Avg, Min, Max, or None. Number columns default to Sum, text columns to Count, and date and status columns to None. Text, date, and status columns offer only Count, Count distinct, and None. Turn on Pivot last grouping into columns to spread the last grouping level across columns, for example months across the top. It needs at least one grouping level, and a pivot uses the first and last grouping levels with one value column. The grand total stays pinned to the bottom of the result. In an ungrouped report, it covers every matching row, not only the rows loaded on screen. Rows load as you scroll and groups load their records as you expand them; use Expand all and Collapse all to open or close every group.

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Convert amounts in multiple currencies

Data Analytics shows each amount in its own transaction currency. When a group or total mixes currencies, its value reads Mixed and a banner reports that totals may not be comparable. To total across currencies, choose Convert to USD in the banner. DualEntry converts each amount at the exchange rate for that record’s date, or the latest available rate before it. Choose Show source currencies to return to the original amounts. Exports follow the same setting, so a converted report exports converted amounts. For translating financial statements into a reporting currency, see multi-currency reporting.

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Save and manage reports

Saved reports keep their setup, not a snapshot of the numbers. Each time a saved report runs, it reads current data and checks the permissions of the person running it, so a report never shows someone data they can’t otherwise see in DualEntry.
  1. Choose Save. The Unsaved changes badge clears once the save succeeds. A report needs at least one column to save.
  2. Find saved reports in Reports → Data Analytics, under My reports, Shared with me, or Archived. Search by name, and switch between list and grid views.
  3. In list view, hover over a report name to preview its first 10 rows.
  4. Use a report’s row menu to Open, Duplicate, Rename, or Archive it. Restore an archived report from Archived.
New reports and duplicates are private to the person who creates them.

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Export a report

Exports write the full report to a file, including rows that aren’t loaded on screen. Choose Export / Schedule, then select Export now in the Export & delivery dialog.
  1. Pick CSV or Excel.
  2. Start the export. A progress bar shows each stage, and the file downloads when it’s ready. You can cancel an export in progress.
Group subtotals and formula columns are included as calculated values, along with the grand total. In Excel files, subtotal rows are written as Excel formulas, so they recalculate if you edit the data. For exporting standard financial statements and report packages, see exporting and report packages.

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Schedule email delivery

A delivery schedule emails a saved report to members of your organization on a recurring basis. Choose Export / Schedule, then select Schedule delivery.
  1. Pick a frequency: Daily, Weekly (Mon), Monthly (1st), or On period close. Daily, weekly, and monthly deliveries send at 08:00 UTC.
  2. Pick the format: CSV or Excel.
  3. Pick up to 50 recipients from your organization’s active members. External email addresses aren’t supported.
  4. Save the schedule.
On period close sends the report when a company’s period lock date moves forward. If the report filters on a specific company, it only sends when that company’s period locks. Schedules need a saved report and the Data Analytics Edit permission. A schedule always sends the saved version of the report, not unsaved changes. Files up to 9 MB arrive as attachments, and larger files arrive as a download link that expires after 24 hours. Each schedule shows its next delivery, last delivery, and any failure. Use Pause, Resume, or Delete to manage it. A schedule runs with the permissions of its owner, and whoever last edits it becomes the owner. It pauses automatically if the owner loses access to the report or leaves the organization, or if the report is archived.

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Troubleshooting

This table lists common Data Analytics problems and how to resolve them.
Last modified on October 8, 2026