Difference between revisions of "19 Drill Down"
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Simon Clive (Talk | contribs) (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 | + | '''Drill Down''' |
| − | Do you know the the history screens are | + | 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 | + | '''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. | |
| − | + | *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. | |
| − | + | *Some reports can be viewed in '''Summary''' - '''Detail''' or '''Extra Detail''' modes. | |
| − | + | *Report figures are '''Drillable''' you can drill into the transaction example. | |
| − | + | *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 '''Can't 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 and Invoice 98 will load | |
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| − | Extra Details mode. | + | |
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Latest revision as of 17:48, 31 October 2011
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 eitherReal 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.
- Some reports can be viewed in Summary - Detail or Extra Detail modes.
- Report figures are Drillable you can drill into the transaction example.
- 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 Can't 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 and Invoice 98 will load
