Drill down amount in reports to lower levels and to transactions
I love the functionality to drill down at the account level to go the account details page.
Now, it would be great if we can drill down levels in reports by clicking on the amount rather than clicking on the account number. Let's say we create a report with three levels and we run it at level 1. Then we should be able to drill down to level 2 by clicking on the Amount we are trying to drill down.
Level 1: Fixed Assets : $1,000
Drill down report
Level 2 Fixed Assets:
Land: $200
Equipment: $500
Buildings: $300
Then we click on the amount for Buildings to drill down to the last level.
Level 3 Buildings
Building 1: $100
Building 2: $200
You get the idea.
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Guest
- Jul 19 2018
- Needs review
Related ideas
It would be great if we could run a report and have expandable sections. For example, the report would show as Income Statement and would show Revenue, Expenses and Net Income. Then by clicking on Revenue the line would expand to show Revenue categories and their total in the same report without having to go to another report, just like showing hidden lines. Very much like Excel handles their levels when working with subtotals. Then have another level where you can click on any of the revenue categories to see the GL accounts one by one. Again in the same report, not going to a different report.
I see how running a report allows you to run the report at level 3 or 4 to see more detail, but we keep running reports back on forth to see more or less detail. It would be great to just run the report at level 4 and then expand or contract to see more or less details in the same report without launching a new screen.