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Drillable reports

 

To speed up and take the confusion out of checking your report values, various reports in Sage Accounts contain a drill-down feature. When you preview these reports, you can click a total and quickly see the underlying sub-totals and transactions that make up that value. This is really useful when reconciling reports or checking a report value that doesn’t look correct.

When you preview a drillable report, values that you can drill-down appear in blue and underlined, and when you move your mouse pointer over the values, the pointer image changes:

When you click a value to drill-down, another report appears showing a breakdown of that value.


Drillable customer and supplier reportsOpen this section

The following aged reports include the drill-down feature:

Report

Location

Aged Debtors Analysis (Drillable)

Customers > Reports > Aged debtors

Aged Creditors Analysis (Drillable)

Suppliers > Reports > Aged creditors

Drillable financial reportsOpen this section

The following financial reports include the drill-down feature:

Report

Location

Balance Sheet

Company > Financials > Balance Sheet

Prior Year Report

Company > Financials > Prior Year

Profit and Loss

Company > Financials > Profit & Loss

Period Trial Balance

Company > Financials > Trial Balance

Balance Sheet (Quarters 1 to 4) Movements

Company > Financials > Reports > Management analysis > Standard budgeting

Profit and Loss (Actual, Budget & Prior Year)

Company > Financials > Reports > Management analysis > Standard budgeting

Profit and Loss (Actual, Budget & Variance)

Company > Financials > Reports > Management analysis > Standard budgeting

Profit and Loss (Actual, Prior Year & Variance)

Company > Financials > Reports > Management analysis > Standard budgeting

Profit and Loss (Monthly Breakdown)

Company > Financials > Reports > Management analysis > Standard budgeting

Profit and Loss - Quarter 1

Company > Financials > Reports > Management analysis > Standard budgeting

Profit and Loss - Quarter 2

Company > Financials > Reports > Management analysis > Standard budgeting

Profit and Loss - Quarter 3

Company > Financials > Reports > Management analysis > Standard budgeting

Profit and Loss - Quarter 4

Company > Financials > Reports > Management analysis > Standard budgeting

Drillable product reportsOpen this section

Sage Instant Accounts Plus and Sage 50 Accounts only

The following product report includes the drill-down feature:

Report

Location

Product Activity

Products > Reports > Product analysis


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