Overview
Some Beta reports offer the capability to drilldown data which gives you a detailed line item view of metrics that resulted in the number provided in the report. Data drilldown is only available in Beta reports.
Reports with Drilldown Capability
Daily Summary
Product Sales
Service Sales
Sales by Supplier
Discount Sales
Staff Performance
Staff Performance by Day of the Week
Sales Breakdown
Service Sales by Staff
Product Sales by Staff
Operator Activity
Referral Sources
Referral Sources by Client
Green Circle Sales
Accessing Drilldown Metrics
From the Beta report menu, click +Add to add a report with the drilldown capability.
Click the metric you wish to get a detailed view.
Select Save as New Report to save the drilldown information to access, send, or export the data.
The new Drilldown Report is saved and can be accessed through the shortcut at the bottom of your screen.