Financial Reporting
Reports
A sample balance sheet created in Excel pulls general ledger detail directly from the SyteLine database, real time.
Drill Down
Here we select SS Drill Down from the menu to see the details for accounts receivable
This is the first-level drill down for the financial results returned to the cell in Excel. Each line represents the total amount accumulated for the period and the account and unit code combinations.
With this detail we have drilled down to the ledger transactions for the selected account and unit code combinations.
With the new financial formulas for Excel, creating financial statements and financial analysis reports has never been easier! Create financial reports in minutes by simply copying formulas either down rows or across columns. Then drill down into the details of each cell.
With your knowledge of Microsoft Excel, you already have 90% of what you need to know to begin creating sophisticated financial reports for your organization with drill down.
The images to the right show a sample financial report with multiple drill-down capability.