Business Reports & Budgets
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How to Use Drill Down on Business Reports to View Detailed Data in Docyt

1. To access the Business Report in Docyt, you can begin by logging into your account. Once you have successfully logged in, you can go to the 'Business Reports' section and open the report you want to view.

2. To choose the report line item, click on the blue hyperlink associated with it.

3. Next, you will be able to see the accounts and corresponding amounts that are linked to the report line item you selected earlier. Click on any of the amounts that are highlighted in blue to access the transaction details. 

4. From this page, you will have access to all the transactions that are associated with the report line item you selected.