23 Drill Downs - Revision history

Simon Clive at 06:12, 31 August 2011

2011-08-31T06:12:56Z

Simon Clive at 06:11, 31 August 2011

2011-08-31T06:11:22Z

Simon Clive: Created page with "Drill Downs Was it explained how to drill into any of the values in all of the reports? Reports should be studied by each User in an effort to work out what reports relate best..."

2011-06-27T05:53:31Z

Created page with "Drill Downs Was it explained how to drill into any of the values in all of the reports? Reports should be studied by each User in an effort to work out what reports relate best..."

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Drill Downs

Was it explained how to drill into any of the values in all of the reports?

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 Downs'''
 Was it explained how to '''Drill Into''' any of the values in all of the reports?
@@ Line 9: / Line 9: @@
 *'''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 transaction to view it in detail<br>
 *The Accounts Receivable Report will load in '''Summary''' mode.
 *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 however the amounts of each individual transaction detailed per Customer can be '''Drilled''' into. Double-click on an amount '''E.g.''' $2,520.00 for Invoice 98 for Mr Burns and&nbsp;Invoice 98 will be displayed on-screen.
-There are some reports that display data that has been '''I''''''nvoiced, Paid''' and '''Reconciled.'''
+*Select the '''Profit and Loss''' Report from within the '''Accounts''' module or the '''Accounts Report Selector. '''
-−
 *Select the '''Profit and Loss''' Report from within the '''Accounts''' module or the '''Accounts Report Selector. '''
 *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.
 *If an invoice has been paid you can continue to '''Drill-Down''' to the payment by selecting the '''Payment''' button to load the '''Transaction Payment List.'''

@@ Line 1: / Line 1: @@
-Drill Downs
+'''Drill Downs'''
-Was it explained how to drill into any of the values in all of the reports?
+Was it explained how to '''Drill Into''' any of the values in all of the reports?
-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. There are a few basic rules that apply to ERP Reports. These are as follows:
 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.
-·	Filtering; Searching; Exporting; Customising; Printing; are all standard features of ERP reports.
+There are some reports that display data that has been '''I''''''nvoiced, Paid''' and '''Reconciled.'''
-·	Reports are either Real Time, 'As At' a particular point in time, e.g. Balance Sheet and Trial Balance Reports
+*Select the '''Profit and Loss''' Report from within the '''Accounts''' module or the '''Accounts Report Selector. '''
-	(this can be both). OR they are 'Date Range' / 'Custom Range' specific, meaning data can be viewed for a
+*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
-	particular time frame.
+*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.
+*If an invoice has been paid you can continue to '''Drill-Down''' to the payment by selecting the '''Payment''' button to load the '''Transaction Payment List.'''
-·	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.