We’ve added a new drilldown capability to Invoice Revenue in Company Dashboard > Business Analytics, allowing users to quickly view the invoice details behind each revenue bar. This enhancement improves reporting visibility by letting users jump directly from summary analytics into the Invoice Report, using the same filters and criteria applied in the dashboard view.

How it Works:

There are no additional setup to this. You simply need to go to the report and then click on the bars from the Invoice Revenue graph and it will drilldown to the Invoice Report by a new browser tab.

Accessing the Drilldown:

1. Click on Company Dashboard from the left-hand panel

2. Go to Business Analytics

3. Click on Invoice Revenue tab

4. Select your preferred view using the date controls (Year / Month / Week / Day).

5. Click a bar in the chart to open the drilldown report.

View Business Analytics:

If Business Analytics is not displaying in your Company Dashboard, it means that it is not enabled for display. To display it, you can follow these steps:

1. Click on Company Dashboard from the left-hand panel

2. Click on the gear icon from the top-right corner of the page

3. Expand Display Settings

4. Find Business Analytics from the Available Non-Displayed Sections

5. Drag it to the Displayed Sections

6. Click on Save

Screenshots

Accessing the Drilldown

 

 

 

 

View Business Analytics