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Detail Page (Analyzing Report Data)

The Detail Page provides insight into the underlying data behind the figures displayed in a report.

Opening the Detail Page

Open a report, for example the Profit and Loss Statement, and click any amount.

The Detail Page will then open, displaying the underlying transactions and details for the selected figure.

All underlying transactions for the selected amount are displayed here.

Working with the Transaction Table

In this screen, you can analyze and customize the displayed data.

Moving Tables​

  • Click and hold a table to drag it to a different position.

  • This allows you to organize your workspace according to your preferences.

Opening Table Settings

Click the three-dot menu in a column header to open the table settings.

Available Options

Apply Filters​

Filter data using the following conditions:

  • Equals

  • Does not equal

  • Greater than / Less than

  • Between values

  • Empty / Not empty

Sort Data​

  • Ascending (A-Z)

  • Descending (Z-A)

Pin or Hide Columns​

  • Pin important columns to keep them visible while scrolling.

  • Hide columns that are not relevant to your analysis.

Manage Columns​

Use this option to determine:

  • Which columns are visible.

  • The order in which columns are displayed.

Reset Table​

Restores the table to its default layout and settings.

Exporting to Excel

The transaction data can be exported to Excel using the Export to Excel option located in the upper-left corner of the transaction table.

This is useful when you want to:

  • Perform additional analyses.

  • Share the data with others.

  • Create PivotTables in Excel.

Table View (Analysis by Dimension)

Click TABLE in the upper-right corner to switch to an alternative table view.

In this view, you can group and summarize data using different dimensions.

Settings

Rows (Row Dimension)​

For example:

  • Cost Center

  • General Ledger Account

  • Relation

  • Project

Columns (Column Dimension)​

For example:

  • Period (Months)

  • Fiscal Year

  • Other dimensions

This allows you to:

  • Analyze revenue by month.

  • Compare costs by Cost Center.

Chart View

Click GRAPH in the upper-right corner to visualize the data in a graphical format.

Available Options​

The Chart View allows you to visualize data in different ways, including:

  • Distribution by period (for example, months).

  • Distribution by dimension (for example, Cost Centers).

  • Identifying visual trends.

Charts make it easier to:

  • Recognize patterns.

  • Identify anomalies.

  • Present financial data clearly.

Summary

The Detail Page enables you to:

  • View transactions down to the individual entry level.

  • Apply filters and sorting.

  • Customize visible columns.

  • Export data to Excel.

  • Analyze data using tables and charts.