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Drill Down - Reports

If a magnifying glass appears when you hover over a cell, right-click and choose Drill to for more information. On a touch screen, hold down and press on the cell with the magnifying glass and the right menu displays.

Upon selecting the Drill to option, available drill downs that can be performed on that particular cell display. Different drill down options can be connected to different cells in the report.

Select the drill down option you want to view:

Report_drill_down

A new tab displays, showing transactions, or any other connected drill down. In some cases, you can select View Invoice to see the scanned invoice:

Published:

Drill Down - Reports

If a magnifying glass appears when you hover over a cell, right-click and choose Drill to for more information. On a touch screen, hold down and press on the cell with the magnifying glass and the right menu displays.

Upon selecting the Drill to option, available drill downs that can be performed on that particular cell display. Different drill down options can be connected to different cells in the report.

Select the drill down option you want to view:

Report_drill_down

A new tab displays, showing transactions, or any other connected drill down. In some cases, you can select View Invoice to see the scanned invoice:

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