> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/reporting-and-analytics.md). # Reporting & Analytics - [Reporting & Analytics in Bevica](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview.md): Overview of reporting and analytics in Bevica, including list filters, analysis mode, Excel, financial reports, and Power BI. - [Use Reports In Your Daily Work (Quick Guide)](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/quick_guide_-_reporting_in_bevica.md): Quick start for day-to-day reporting, analysis mode, and Excel exports. - [Bevica Inventory Valuation Report](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/bevica_inventory_valuation_report.md): Run Bevica Inventory Valuation and reconcile totals to the G/L. - [Checking Inventory Margins](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/checking_inventory_margins.md): Review costs and margins on posted Item Ledger Entries. - [Moving Annual Total Sales Analysis (MAT)](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/moving_annual_total_sales_analysis_-mat.md): Use MAT pages to track 12-month sales trends and depletion. - [Checking Sales Line Margins](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/checking_sales_line_margins.md): Check estimated margins on open sales lines before posting. - [Customer/Item Sales Analysis](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/customeritem_sales_analysis.md): Analyse sales by customer and item, with drill-down to transactions. - [Operational Sales and Purchases Analysis](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/operational_sales_and_purchases_analysis.md): Use open lines, MAT, and analysis views for operational reporting. - [Item History (Sales)](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/item_history_-sales.md): Import and maintain historical sales to extend Bevica sales analysis. - [Importing Item Sales History](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/importing_item_sales_history.md): Import sales history into Item History for MAT and customer/item analysis. - [Item Group Codes, MAT and Forecasting](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/item_group_codes-_mat_and_forecasting.md): Group items for MAT reporting and demand forecasting. - [Item Group Forecasting](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/item_group_forecasting.md): Calculate forecasts from Item Sales History and feed the Requisition Worksheet. - [Reporting for Fabric / SQL](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/reporting-for-fabric-sql.md): Use Bevica data in Microsoft Fabric or SQL. Covers paid reserves, broking, cellarage, duty status, and reporting patterns for sales, margin, and inventory. - [Bevica Power BI](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi.md): Overview of Bevica Power BI extension, data entities, and report areas. - [Bevica Power BI - Business Central setup expectations](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/bevica_power_bi_-_business_central_setup_expectations.md): Business Central setup assumptions for Bevica Power BI and dimensions. - [Additional Reporting Currency (ACY) (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/additional_reporting_currency_-acy-_-bevica_power_bi.md): Report Bevica Power BI values in Additional Reporting Currency (ACY). - [Bevica Power BI: Common Questions / FAQ](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/bevica_power_bi_common_questions_faq.md): Common answers on measures, filters, dates, and dimensions in Bevica Power BI. - [Bevica Power BI: Creating Example Reports](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/bevica_power_bi_creating_example_reports.md): Worked examples for building common Power BI reports on Bevica data. - [Data Model - Core (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/data_model_-_core_-bevica_power_bi.md): Core dataset tables, relationships, and key reporting conventions for Bevica Power BI. - [Data Model - Finance (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/data_model_-_finance_-bevica_power_bi.md): Finance dataset reference for GL, budgets, bank ledgers, and KPIs in Bevica Power BI. - [Dates and Time Intelligence (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/dates_and_time_intelligence_-bevica_power_bi.md): How date tables and time intelligence filters work in Bevica Power BI. - [Dimension Hierarchies (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/dimension_hierarchies_-bevica_power_bi.md): Set up parent/child dimension hierarchies for rollups in Bevica Power BI. - [Discounts (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/discounts_-bevica_power_bi.md): How discount amounts and discount % are calculated in Bevica Power BI. - [Inventory Costings (Bevica BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/inventory_costings_-bevica_bi.md): Understand expected, actual, and non-inventory costs used in Bevica BI measures. - [Inventory Measures (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/inventory_measures_-bevica_power_bi.md): Inventory quantity, valuation, ageing, and turns measures in Bevica Power BI. - [Item Budgets and GL Budgets (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/item_budgets_and_gl_budgets_-bevica_power_bi.md): Use item and G/L budgets in Power BI, including single-budget selection rules. - [Open Orders Measures - Sales & Purchase (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/open_orders_measures_-_sales_and_purchase_-bevica_power_bi.md): Measures for outstanding open orders, including date type filtering options. - [Posted Invoice Aggregator (Bevica Power BI) (Optional)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/posted_invoice_aggregator_-bevica_power_bi-_-optional.md): Optional model table that groups item ledger entries to posted invoices for analysis. - [Purchase Measures (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/purchase_measures_-bevica_power_bi.md): Definitions for purchase amounts, quantities, and purchase-date measures in Power BI. - [Sales and Purchase Ledger (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/sales_and_purchase_ledger_-bevica_power_bi.md): Analyse customer and vendor ledger entries for ageing, debtors, and payables. - [Sales Measures (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/sales_measures_-bevica_power_bi.md): Definitions and guidance for sales measures, rankings, and open sales reporting. - [Target Cost: Sales (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/target_cost_sales_-bevica_power_bi.md): Use target costs for margin reporting and compare target vs actual cost of sales. --- # Agent Instructions This documentation is published with GitBook. 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