Simon Clive at 06:48, 31 October 2011

2011-10-31T06:48:18Z

Simon Clive: Created page with "Drill Down Do you know the the history screens are drillable within each product? Reports should be studied by each User in an effort to work out what reports relate best to YO..."

2011-06-27T23:11:57Z

Created page with "Drill Down Do you know the the history screens are drillable within each product? Reports should be studied by each User in an effort to work out what reports relate best to YO..."

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Drill Down

Do you know the the history screens are drillable within each product?

Reports should be studied by each User in an effort to work out what reports relate best to YOUR needs. This applies
to all Reports within the ERP database.

There are a few basic rules that apply to ERP Reports. These are as follows:

· Filtering; Searching; Exporting; Customising; Printing; are all standard features of ERP reports.

· Reports are either Real Time, 'As At' a particular point in time, e.g. Balance Sheet and Trial Balance Reports
(this can be both). OR they are 'Date Range' / 'Custom Range' specific, meaning data can be viewed for a
particular time frame.

· Some reports can be viewed in 'Summary', 'Detail' or 'Extra Detail' modes.

· Report figures are drillable, i.e. you can drill into the transactionexample.

· The Accounts Receivable Report will load in 'Summary' mode.

As stated above, Reports that can be viewed in Summary, Details and Extra Details mode are only drillable in
Extra Details mode.

· Select the 'Extra Details' radio button to load the transactions that make up the total figures for each Customer.

· The figures in bold are the total amounts due per Customer, you cannot drill into these.

· The amounts of each individual transaction detailed per Customer can be drilled in to.

· Double-click on an amount, e.g. $2,520.00 for Invoice 98 for Mr Burns.

· Invoice 98 will be displayed on-screen.

· There are some reports that display data that has been invoiced, paid and reconciled.

· Select the 'Profit and Loss' Report from within the Accounts Tab or the Accounts Report Selector.

· If you have chosen the Report Selector from which to open the Profit and Loss Report, either double-clicking on it,
or highlighting then selecting 'OK' to open the report.

· Double-click on an amount to open the Details by Account List to view the transactions that make up this figure,
e.g. double-click on the Sales figure $40,832.09

· From within the Details by Account List you can continue to drill-down to get to the original transaction that makes
up the amount, e.g. double-click on Invoice DEF50 to load the invoice.

· Note that this invoice has been paid. You can continue to drill-down to the payment by selecting the 'Payment'
button.

· The 'Transaction Payment List' will load.

@@ Line 1: / Line 1: @@
-Drill Down
+'''Drill Down'''
-Do you know the the history screens are drillable within each product?
+Do you know the the history screens are '''Drillable''' within each product?
-Reports should be studied by each User in an effort to work out what reports relate best to YOUR needs. This applies
+'''Reports''' should be studied by each '''User''' in an effort to work out what reports relate best to '''Your needs'''. This applies to all Reports within the ERP database.
 to all Reports within the ERP database.
-There are a few basic rules that apply to ERP Reports. These are as follows:
+There are a few basic rules that apply to '''ERP Reports'''. These are as follows:
-·	Filtering; Searching; Exporting; Customising; Printing; are all standard features of ERP reports.
+*'''Filtering - Searching - Exporting - Customising - Printing''' are all standard features of ERP reports.
+*Reports are either'''Real Time''' ''''As At'''' a particular point in time '''Eg. Balance Sheet''' OR they are ''''Date Range' / 'Custom Range' '''specific, meaning data can be viewed for a particular time frame.
-·	Reports are either Real Time, 'As At' a particular point in time, e.g. Balance Sheet and Trial Balance Reports
+*Some reports can be viewed in '''Summary''' - '''Detail''' or '''Extra Detail''' modes.
-	(this can be both). OR they are 'Date Range' / 'Custom Range' specific, meaning data can be viewed for a
+*Report figures are '''Drillable''' you can drill into the transaction example.
-	particular time frame.
+*Reports that can be viewed in Summary, Details and Extra Details mode are '''Only Drillable''' in '''Extra Details''' mode.
+*Select the ''''Extra Details'''' radio button to load the transactions that make up the total figures for each '''Customer.'''
-·	Some reports can be viewed in 'Summary', 'Detail' or 'Extra Detail' modes.
+*The figures in '''Bold''' are the total amounts due per Customer, you '''Can't Drill''' into these.
+*The amounts of each individual transaction detailed per Customer '''Can''' be '''Drilled''' in to.
-·	Report figures are drillable, i.e. you can drill into the transactionexample.
+*'''Double-click''' on an amount, '''E.g.''' $2,520.00 for Invoice 98 for Mr Burns and&nbsp;Invoice 98 will load
-−
-·	The Accounts Receivable Report will load in 'Summary' mode.
-−
-As stated above, Reports that can be viewed in Summary, Details and Extra Details mode are only drillable in
 Extra Details mode.
-−
-·	Select the 'Extra Details' radio button to load the transactions that make up the total figures for each Customer.
-−
-·	The figures in bold are the total amounts due per Customer, you cannot drill into these.
-−
-·	The amounts of each individual transaction detailed per Customer can be drilled in to.
-−
-·	Double-click on an amount, e.g. $2,520.00 for Invoice 98 for Mr Burns.
-−
-·	Invoice 98 will be displayed on-screen.
-−
-·	There are some reports that display data that has been invoiced, paid and reconciled.
-−
-·	Select the 'Profit and Loss' Report from within the Accounts Tab or the Accounts Report Selector.
-−
-·	If you have chosen the Report Selector from which to open the Profit and Loss Report, either double-clicking on it,
-	or highlighting then selecting 'OK' to open the report.
-−
-·	Double-click on an amount to open the Details by Account List to view the transactions that make up this figure,
-	e.g. double-click on the Sales figure $40,832.09
-−
-·	From within the Details by Account List you can continue to drill-down to get to the original transaction that makes
-	up the amount, e.g. double-click on Invoice DEF50 to load the invoice.
-−
-·	Note that this invoice has been paid. You can continue to drill-down to the payment by selecting the 'Payment'
-	button.
-−
-·	The 'Transaction Payment List' will load.

19 Drill Down - Revision history

Simon Clive at 06:48, 31 October 2011

Simon Clive: Created page with "Drill Down Do you know the the history screens are drillable within each product? Reports should be studied by each User in an effort to work out what reports relate best to YO..."