Reports Can Emulate QuickBooks Drill Down

Unlike many other vendors solutions 4Sight is able to create fully functional linked drill down reports using Crystal Reports and your QuickBooks data. A recent example would be a client who needed a Sales by Rep summary that only included paid/unpaid Invoices and open Sales Orders (but not closed Sales Orders). From this main report the client wanted to be able to drill down on a Sales Rep and retrieve a Sales Rep Detail report from which individual Invoices and Sales Orders could be called up.

While Invoice and Sales Order header detail (Customer Name, Billing Address, Shipping Address, Invoice Number/Date/etc) are all available in the Invoice line detail records via QODBC the clients data file was over 700MB and QODBC was just too slow to return all those transaction detail records quickly. Because of this the project was built using AccessBooks Realtime to get to the QuickBooks data and, as a result, the report runs in seconds as compared to minutes in QODBC.

AccessBooks does not duplicate the Invoice header information in the Invoice detail line table so the ability to drill down to multiple sub-reports that in turn contain their own sub-reports becomes important. Crystal Reports does not handle this natively but using our tool set we are able to side step this limitation and directly link one report to another effectively replicating the QuickBooks drill down functionality in reports implemented in AccessBooks Realtime.

We can, of course, offer this functionality in reports built on top of either AccessBooks Realtime *or* QODBC.

If you have a custom QuickBooks reports project that requires multiple reports to be linked together with drill down functionality give us a call at 520.225.0561 and we will be happy to discuss your projects requirements with you.

As always, the initial consultation is free.