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TCDrillDown Plugin - Using the DrillDown

Article Index

Page 2 of 6

Using the DrillDown

To use this option, you need to open a Set of Books. When the DrillDown is launched, it will by default list all the transactions in the database of the active (opened) Set of Books.


To Launch the Drilldown:

  1. Click on the Setup → Tools → Plugins → Financial Tools → DrillDown menu.

  2. The DrillDown (Transactions) screen is displayed:

  3. You may use various options to sort and / or filter your data.

  4. For example, if you need to check your sales for a specific date, select the date in the date column, and the sales in the Group1 column. Only sales will be listed for the selected date as well as a total of the sales for the day.