Reports (Web App)

The Debtor Drilldown Report is a detailed financial report which gives an overview of all transactions on the system within a specific timespan, on specific accounts, and types of transactions, using specific selected groupings and filters to customise the report to the information you want to see. 

• This user manual will start on the Reports screen.

• Click on the +Add New button.

• The Report Profile screen will open.

• Select the Debtor option on the Report Category drop-down menu.

• Select the Debtor Drilldown Report on the Report Type drop-down menu. 

• The Settings and Parameters of the Debtor Drilldown Report will open.
  

• Choose the Settings and Parameters of the information that you want to have displayed on the report.
  
• For more information on the different Settings and Parameters, please refer to the user manual: Debtor Drilldown Report: Settings and Parameters.

• Alternatively, Click on the Report Profile drop-down menu to Select the desired Report Profile that was saved previously. 

• For more information on how to Save a Report Profile for future use, please refer to the user manual: How to Save Report Profiles.

• Click on the Generate Report button to create the report.

• A notification will appear to advise that the Report is being generated in the background.

• A second notification will appear once the Report has successfully been generated.

• The Report will then appear on the Report List screen.

Please Note: The Report may take a while to load. If the Report does not appear on the list immediately, Click on the Updates Results button to refresh the Report List.

• For more information regarding how to open the Debtor Drilldown Report that you have generated, the information displayed and the options for the Report, please refer to the user manual: Navigating and Understanding the Debtor Drilldown Report.