for ConnectWise

Drill-Down to Detail

One of the key principles of the Executive Briefing Service is the ability to allow you to ‘drill-down’ on an item on a report to understand “How did you get that number?”.  Examples include drilling down from a specific company ==> their agreements ==> invoices for a specific agreement ==> line items on that agreement ==> time entry detail for that agreement for that month.

  • All Companies