Drilling Down into Financial Details through the Dashboard

The Dashboard provides several levels of drilling down to report information. It enables you to drill down into reports and from those reports to other reports or transactions within Sage 100 Contractor windows. For example, drilling down into Cash Position can lead you to records in 1-3 Journal Transactions and 1-7 General Ledger Accounts.

One of the first things you notice when you view the Dashboard is that the cursor becomes a magnifying glass when it hovers over certain areas that are defined by a dotted line. The magnifying glass cursor and the dotted line indicate that you can drill down into the details of the account that is contained in a report.

Primary drill-down

When you hover over values in Cash Position, your cursor appears as a magnifying glass. To drill down, click once.

Clicking once opens the Dashboard—Cash Position report. You will notice that when you hover over an account, the magnifying glass lens is highlighted with a red circle. One click highlights the account with arrows. A double-click opens the target, which can be a Sage 100 Contractor window or another report.

Secondary drill-down

The “red-lens” effect signifies that you can drill down further into the financial details of that report. This is called secondary drill-down, and the target could be another Sage 100 Contractor report or a Sage 100 Contractor window, such as 1-3 Journal Transactions or 1-7 General Ledger Accounts. If the secondary drill-down opens another report, you may drill down into that report to display even more financial details.

Subsequent drill-down

For example, when you double-click account 1000 General Checking, you open another report, General Ledger. On this report you see the line that begins with 1 5/1 Bank/AR/AP. Double-clicking this line launches the Sage 100 Contractor 1-3 Journal Transactions window for that record. From this window you can review the individual records that make up the report.

The destination of drilling down differs depending on which account you drill down to. For example, if you drill down into 1120 Contract Receivables, you open the General Ledger Report with information about that account. From there, if you drill down into the heading 1120 Contract Receivables, the Sage 100 Contractor 1-7 General Ledger Accounts window opens for account 1120. From there you can review other general ledger accounts.