Exploring the general ledger with the GL Analysis pivot report
The GL Analysis report lets you slice your general ledger any way you like — by account type, account, and period — using an interactive pivot table. It's the tool to reach for when a standard report doesn't quite answer your question and you want to dig into the numbers yourself. You'll find it under Finance → GL Analysis. No spreadsheet skills required; if you've ever rearranged columns in a table, you'll be at home.
What you're looking at
- The chart at the top visualises the figures so trends jump out.
- The pivot table below starts grouped by Type, Code, and Name down the rows, with each Period across the columns.
- The values shown are Debit, Credit, and Balance, summed for each combination.
Exploring the data
- Use the year picker in the top right to choose the year you want to analyse.
- Expand or collapse the row groups to drill from an account type down to individual accounts.
- Read across the period columns to compare the same account month by month.
When to use it
- To investigate why an account total on the Profit & Loss or Balance Sheet looks unexpected.
- To compare activity across months or account types side by side.
- To get a multi-dimensional view that the fixed reports don't offer.
Tip: GL Analysis is for exploring summarised balances. When you need the individual journal lines behind a figure, switch to Finance → Ledger Entries.
Related Articles
Journal entries and the general ledger
The general ledger is the complete record of every financial movement in your business. The good news: NexerIQ writes most of it for you. When you issue an invoice, record a payment, or run payroll, the matching ledger entries are created ...
Reading the Profit & Loss (income statement) report
The Profit & Loss report (also called the income statement) shows what your business earned and spent over a year, and whether you came out ahead. It's the report most owners look at first. You'll find it under Finance → Profit & Loss. NexerIQ totals ...
Finance settings: default GL accounts, receipt methods, and payment terms
Finance settings is where you tell NexerIQ how to handle the accounting behind your day-to-day documents — which ledger accounts to post to, how customers pay you, and the credit terms you offer. Setting these once means invoices, payments, and ...
Understanding your chart of accounts
Your chart of accounts is the list of "buckets" your business uses to organise its money — a bank account, sales income, rent, tax owed, and so on. Every transaction in NexerIQ lands in one of these accounts, which is what makes your reports add up. ...
Running the Trial Balance report and checking your books balance
The Trial Balance is the quickest way to confirm your books are in order for a given month. It lists every account with its debit and credit totals and tells you, in one glance, whether everything balances. You'll find it under Finance → Trial ...