11 Drill Downs
From TrueERP wiki
Drill Downs
The ability to drill down to view each transaction, all the way down to the original transaction, within ERP Reports is a valuable tool. The time saved in identifying what an amount in one of your key reports is made up of is invaluable to any growing, efficiency-conscious business.
Can you drill into the transaction
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 transaction
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 (header) amounts due per Customer, you cannot drill into these.
The amounts of each individual transaction detailed per Customer can be drilled into. Double-click on an amount What makes up this amount will then be displayed on screen, eg an invoice
From within the Details on a report you can continue to drill-down until you get to the original transaction that makes up the amount Double-click to open the Reconciliation of this Deposit. The Reconciliation that this Deposit was reconciled in will load.
Can you customise the appearance of drillable reports generated from the lists. Sales Order List, Invoice List,
Purchase Orders List, etc?
Open the report You can click onto the Column header which will sort up or down, the hand indicates which way You can left mouse click and hold the mouse on a column header, then drag the column and place it where you want it. Select Customise tab at the bottom Untick what you do not want to see on the report, and tick what you would like to see Select the Custom Report Tab Enter a Report Name Then select Create Custom Report This will then save the report into My Reports, Now when you go into the Report selector a radio button called My Reports Will be available that will hold all custom reports saved. Note: if you choose a Report Selector Tab (optional) this will mean the custom report will open in the tab you choose, eg Appointments Leave this blank to save the reports to My Reports.
