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Access Detailed Accounts Information Swiftly

Access Detailed Accounts Information Swiftly

Drill Down into Your Data

If you need to search for any information relating to Totals in Microsoft Dynamics NAV, such as Totals within your Chart of Accounts, the optimum way is to use the “drill down” function.

If you hover over a particular Total, it becomes underlined and it is then possible to click on it. For example, account 8130 – Repairs and Maintenance.

Viewing the Data

Having clicked on the Total, a new screen is shown displaying all of the transactions with their pertinent information for this particular figure for the said account. It is then possible to sort or filter the information displayed.

All Transactions Displayed

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