How do to use the drill-down functionality

With Roveel, you can instantly drill down into your figures right to transaction level, saving hundreds of hours each year that would otherwise be spent running separate reports to answer critical business questions.

For example, within the Profit & Loss reports, simply right-click and select “Show Transactions” to quickly view and sort detailed transaction data. This makes it easier than ever to identify anomalies and spot rogue transactions in seconds. No need to generate additional reports, the answers you need are available immediately, right there and then.

In the Sales Overview report, you can also drill directly into an individual customer’s data. Just right-click on any customer or figure to access detailed performance insights instantly. Seamlessly visualise and navigate between a customer’s Credit Control, Sales, and Information sections, all with a single click.