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Drill Down

Most reports are clickable.  On pie charts, to view the underlying data, click on a slice of the pie.  On bar charts, goal meters, budget bars, click on the bar.

Once you are in the drill-down view, the data feeding the pie slice will be displayed on the right-half of the view and the visual pie chart on the left. 

To view another category, click on the desired pie slice.  The category list next to the pie chart in this view are informational labels and not clickable.

The data table provides a summary of the category being viewed at the top, a tally and button to download as CSV file.  You may also open to view a desired transaction record.

Navigate:  Reports -> Overview àClick on Pie Slice

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