Report Window - Drill-down

Many reports include drill-down feature when you print them to screen. For example, when you have a Profit & Loss statement on screen, you can click (Windows/macOS) or tap (iOS/Android) on any Account Number in the report. Subject to you having the necessary access rights, the Nominal Ledger report for the same selection and period will be opened in a separate window, listing the Transactions that contribute to the Account balance on the Profit & Loss statement. If you then click or tap on one of the Transaction numbers in the Nominal Ledger report, the Transaction record will open, showing all the details recorded for the event. This example is illustrated below:

Text with the drill-down feature is shown underlined in a screen report.


Types of window in Standard ERP:

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