Drill Down from Reports to Transactions
Investigate specific balances by drilling 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
- Open any report — Profit & Loss, Balance Sheet, or Trial Balance — and set the period you want to review
- 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
- 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
- Click the toggle arrow (›) on the left of any transaction to open its detail panel — view full categorization, vendor details, tags, and memo
- Click the clock icon on the right of any transaction to review its full audit history
- 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.
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