Drill from chart → list → record → original transaction

Drill from chart → list → record → original transaction in Reports, Dashboards & Business Intelligence helps teams run a connected Drill-down & Self-Service workflow with approvals, audit trails and reporting.

How This Feature Works

1. Pre-built dashboards, Out-of-box dashboards per module (Sales, Finance, HR, Inventory, Project), ready day 1.
2. Customize, Drag-drop widgets, filters, KPIs; share with roles/individuals.
3. Custom reports, Visual report builder; pivot, formula, conditional formatting; export to Excel / PDF.
4. Schedule & alert, Email reports to stakeholders on cadence; alert when KPI breaches threshold.

Business Outcomes

• Make decisions on real-time data, not month-old Excels
• Single source of truth, every team quotes the same numbers
• Catch anomalies before they become disasters
• Free IT from ad-hoc report requests

Related Features

Click any KPI to drill to underlying data • Saved views, share with team

Industries That Use This Feature

Education • Healthcare • Legal • Retail • Manufacturing • Logistics