Downloading individual, consolidated, and portfolio reports

Docyt offers a versatile reporting feature that allows you to download various reports tailored to your needs. You can download individual, consolidated, and portfolio reports for Management, Expense, revenue, and departmental reports. Click on the download Excel option for a particular report, and a download window will open, giving you the flexibility to choose the type of report you need. You can modify the following as demonstrated in the below image.

• Business report
• Business
• Accounting period
• Drill down 

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                                                                     Selecting any Business report

Please look at how to download the individual, consolidated, and portfolio reports through customization.

1. While downloading an individual report: 

While downloading individual reports, the business name and report name would be selected by default. The user would have the option to include/exclude drill-down, select a time period, and customize columns in the download.

2. While Downloading the consolidated Report: 

The business name and category (along with all reports within that category) will be pre-selected when downloading the consolidated report. For consolidated report downloads, users can select only one month at a time. 

3. While Downloading the portfolio report:

When downloading portfolio reports, if the user selects more than one business, only two columns, PTD, and %, will be displayed. The business list dropdown will show businesses within the same industry.

Likewise, you can use the options to choose any Business report, business, or accounting period, and drill down to download it tailored to your needs.