Drill Down from Reports to Transactions

Every amount in a Propio report is clickable. When you need to verify a balance, investigate an unexpected figure, or confirm the accuracy of a line item before sharing a report with a client, you can access the underlying transactions with one click.

Steps

1. Open any report — Profit & Loss, Balance Sheet, or Trial Balance — and set the period you want to review
2. Find the line item you want to investigate and click directly on the dollar amount — it will appear in blue and underlined to indicate it's clickable
3. Propio opens a filtered transaction view in a new tab showing only the transactions that make up that amount, including date, description, vendor, category, and amount
4. Click on the transaction to open its detail sheet — view full categorization, vendor details, tags, and memo
5. Return to the report by switching back to the previous tab — your report stays open so you can continue drilling into other line items

💡 Tip: This is one of the fastest ways to investigate unexpected balances before closing a period. If a line item looks off, click the amount directly in the report — you go from report to supporting transactions in one click, without losing your place.

Related Articles

• Run a Profit And Loss Report
• Run a Balance Sheet Report
• Run a Trial Balance Report
• View Transaction Audit History