Drilling into a number
Never just trust a summary figure — see the real transactions that add up to it, with totals, paging, and export.
Anywhere you see a ranked list, a chart, or a summary figure with drill-down built in — like Top Products on the Dashboard, a bar on the Sales BI Dashboard, or a chart on your Inventory dashboard — select it to open a dedicated page listing exactly which transactions make it up, not just the total.
📸 Screenshot needed: a drill-down page listing real transactions, with the totals and export button visible.
What's on the page
- A totals summary at the top — the total number of transactions and the total amount, calculated across everything that matches, not just what's currently on screen.
- The full list of transactions — date, reference, customer or supplier, product, quantity, and total for each one.
- Prev / Next buttons if there are more transactions than fit on one page.
- An Export button, so you can download the full list — see Exporting reports.
Select Back (or the report/dashboard name shown next to it) at the top of the page to return to where you started.
This is the fastest way to check a number you're not sure about — instead of taking a total on faith, you can always see exactly what it's made of.