- Help Center
- Reports
- revenue reports
-
Docyt Setup, Personal & Business Settings
-
Navigation & Getting Started
-
Top FAQs from Business Owners
-
Docyt Mobile App
-
Accounts Payable
- Setup
- Managing and Processing Invoices
- The UPS Store®
- Document Management
- Vendor Credits
- Accounts Payable Approval Settings
- Bill Pay
- Docyt ACH
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Mark As Paid
- Payment Rules
- Receipt Box
- Copy Invoice Link
- Billable Invoice
- Merge Duplicate Vendors
- Docyt Check
- Split Invoice in Multiple Payments
- Split Invoice In Multiple Businesses
- Split Invoices
- Vendor Tax Profile
- QBO Sync Status for Invoice
- Docyt ACH Timeline
-
Flagged Transactions & Document Requests
-
Financial Connections
-
Expense Reports & Employee Reimbursement
-
Receipt Management
-
Business Reports & Budgets
-
Vendors, Payees, W-9 & 1099
-
Revenue Integration & Reconciliation
-
Reconciliation Center
-
Accounts Receivable
-
Business Mailroom
-
Accountant
-
Product Updates
-
Docyt University
-
Ledger Reports
-
Revenue Centre
-
Integration
-
Docyt Plans
-
Docyt Check
-
Expense Management
-
Connect Quickbooks
-
Docyt Copilot
-
Business KPI-Mobile
-
Settings
-
Dashboard
-
Reports
-
Banking & Reconciliation
New Drill Down In Reports
Docyt has enhanced the way you navigate your reports with our new drill-down features. In the past, accessing second and third-level drill-downs would open in separate windows; now, these views expand directly within the same screen, providing a more streamlined and user-friendly experience.
Key Enhancements:
1. Inline Drill-Downs
Click on a value to instantly expand second and third-level details within the same view, eliminating the need for multiple windows.
Three different levels of drill to check the revenue.
Step 1:
Step 2:
Step 3:
2. Scrollable View
For reports with over 100 records, a smooth scrolling function ensures effortless navigation.
3. New Window Option
Prefer the previous experience? You can still choose to open drill-downs in a separate tab when needed.
4. Improved Performance
A loading indicator enhances responsiveness, ensuring smooth rendering for large datasets.
This update provides a more intuitive and efficient way to analyze your reports without navigating multiple pages.