Financial Analysis (FA) is used to run a financial analysis report. The report is identified by a layout code which must have been defined using Financial Analysis Layouts Setup (FAL).

If the report uses the optional ledger balances that can be maintained by the system, you are offered the option to update the balances when you produce the report.
If you have entered a column code on the financial analysis layout that requires budget information, SunSystems looks for the relevant budget ledger. If it cannot find it, the budget amounts are shown as zero on the report.

If you have selected consolidation in Financial Analysis Layouts Setup, the first time you run the report using Financial Analysis you are prompted to enter up to thirty business unit codes for consolidation in the report. You can subsequently amend the business unit codes selected, if required.

As with any report, you must specify the data to be included, the sequence and the format of presentation of the data, and the destination of the report - whether it will be a printed report or a transfer file formatted for another product.

First of all you have to create Financial Analysis Layouts in FAL. After having been created, they can be run to produce reports in FA – Financial Analysis.
For example, you can create your own Trial Balance report in FAL. The advantage of this report is that you can select a range of accounts or analysis codes, whereas in TB – Trial Balance the only choice available is accounting period. Now let's set up a financial analysis report layout.