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Can I drill down in my reports?
Can I drill down in my reports?
Updated over a week ago

Hurdlr Pro users have the ability to drill-down in their accounting reports, making it easy for them to understand the transactions and journal entries reflected in the GL account totals.

This feature is available in the Web App for the following reports:

  • Balance Sheet

  • Cash Flow Statement

  • Profit & Loss

  • Trial Balance

Drilling-Down into Your Accounting Reports

  1. Log into the Web App on your computer or tablet at

  2. Click ‘Reports’ on the left side of the screen

  3. Scroll down to the ‘Accounting Reports’ section and click on it to expand it

  4. Click the ‘View’ button next to the report you want to view and drill-down into

  5. In the report, click on a GL account you want to drill-down into

  6. You’ll be directed to the General Ledger with a filter applied for that specific GL account

From here, you can view all of the details about the transactions/journal entries making up the total and make changes as needed. Learn more about using the General Ledger here.

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