fbpx

Report Drilldown

Rate this article 0 Vote
Hits: 114

Most reports on Anchor ERP can be drilled down to the underlying accounts and or source documents.

How to drill down a report

  • Preview the report to view it within the system. Reports downloaded to pdf or other office applications can not be drilled down.
  • Areas of the report that can be drilled down will be highlighted by a blue link.
  • Click on the linked text and it will open the corresponding report, e.g in Trial Balance you can click on an account link and it will open a report showing all transactions in that account.
  • Similarly if the transactions have a drill down link, clicking on it will open the source document.