Difference between revisions of "23 Drill Downs"
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Simon Clive (Talk | contribs) (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 | + | '''Drill Downs''' |
| − | Was it explained how to | + | 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. | + | |
| − | + | *'''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 | ||
| + | *'''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 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. ''' | |
| − | + | *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.''' | |
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Revision as of 17:11, 31 August 2011
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
- 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
- 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 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.
- 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.
