Viewing Fields in Data Lab Reporting

The Data Lab lets you analyze and report on your financial data using custom fields.

To Access and Utilize Fields in Data Lab:

1. Go to the Reporting section in the main menu.

2. Select Datalab from the Analitycs options.

   
3. At the top of the Data Lab screen, choose your Transaction Type from the dropdown menu. For example, select Expenses to focus your report specifically on that category.

4. Click the Filters dropdown menu to customize your view.

5. Check the boxes next to the categories you want to include, such as Stage > Enterprise or specific departments like Department > Engineering.

   
6. Click the Data Grouping tab to organize your report. Here, you can group your data by fields such as Field > Stage, Field > Department, or Field > Location.

   

Example Use Cases

• Analyzing Departmental Expenses: Filter for Department > Engineering to review specific expenditures.

• Tracking Revenue Stages: Use the Stage > Enterprise filter to focus on major revenue contributors for planning initiatives.