Edit and save an analysis

You open an existing analysis to edit it. Check the schema if you have not yet done so.

To open the analysis:

  1. Go to:
    • General / Output / Management / Analysis (all analyses)
    • CRM / Output / Management / Analysis
    • Financial / Output / Management / Analysis
    • Fiscal / Output / Management / Analysis
    • HR / Output / Management / HRM analysis
    • HR / Output / Management / Payroll analysis
    • Order Management / Output / Management / Analysis
  2. Double-click on the analysis.
  3. Open the analysis with the Design button, or with Next / Finish.
  4. On a local installation, you can directly edit the analysis.
  5. In AFAS Online, you open the analysis in one of the following ways:

    Open an analysis with one mouse click on a notification

    To open an analysis by clicking on a notification:

    Once the analysis is ready, a notification appears on your screen. This only happens if the PCC and your system have been configured correctly.

    1. Click on the notification to open the file locally in Excel.

      Dat_Bestand openen via Notificatie (AOL, WEB only)

    See also:

    • Check the configuration

    Open an analysis using Profit Windows

    To open an export file using Profit Windows:

    1. Go to: General / Output / My files.
    2. Double-click on the file.
    3. Save the file to a local disk.
    4. Open the file in the locally installed version of Microsoft Excel.

    See also:

    • Save files (AFAS Online)

    Open an analysis using InSite

    To open an export file using InSite:

    1. Start InSite.
    2. Click on: Communication Center.

    3. Click on the export file.

      The file is saved to your hard disk and you open it in the locally installed version of Microsoft Excel.

      Exported files are removed from the My files view after 48 hours. You can remove files yourself by selecting General / Output / My files in Profit Windows.

    If you cannot open the analysis or if messages appear, please refer to the Preparations and Frequently asked questions topics.

To save an analysis (AFAS Online / local installation):

  1. Go to: PROFIT ANALYSE / Save in Profit.

    Dat_Analyse opslaan

    The For exchange with third parties option is only relevant if you want to export an analysis and then import it in another environment.