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Dive into the nitty-gritty details of your KPI Scorecards 🧐
Dive into the nitty-gritty details of your KPI Scorecards 🧐

Drill down into the underlying transactions constituting KPIs and magnify the details on Live View reports.

Alex avatar
Written by Alex
Updated over a week ago

Another day, another new feature on Syft. The latest updates to KPI Scorecards mean that you can drill down into the underlying transactions making up key metrics and magnify the details on Live View reports. Read on for all the details.

What's new? 🧐

KPI Scorecards now include drill-down πŸ™Œ

By clicking on any number in your KPI Scorecard, you can now see the transactions that made up that number, giving you in-depth insights into what's causing various outcomes.

For example, if you see that your Operating Expense Ratio has decreased since the previous period and want to know why, you can click on the number in your scorecard and find all the accounts that make up that number. To find out more, you can click on the arrow to the left of any account name to uncover all the relevant transactions and see what's really going on in that account.

This is useful because it gives you the specific details that are impacting your financials so that you know where to focus to improve outcomes in the future.

Magnify Scorecards in Live Views πŸ”Ž

Alongside drill-down in KPI Scorecards, you are now also able to use Magnify for KPI Scorecards in Live View reports. As a reminder, Magnify is a tool that is activated if you hover over certain figures in a Live View report, which provides a transaction-level drill-down.

So, what this means is that if you include a KPI Scorecard in a Live View report, you'll be able to hover over the scorecard in the report and see a little pop-up box highlighting the underlying transactions for metrics in your scorecard - drill down in real-time!

Pro tip πŸ’‘: You can pin Magnify dialogue boxes to save them on your Live View reports and draw attention to the information contained within.

Closing thoughts πŸ’­

With these powerful new updates to KPI Scorecards, Syft continues to make your financial reporting and analysis more insightful and actionable. Whether you’re drilling down into transactions or magnifying details in Live View, these features are designed to help you uncover the story behind your numbers and make data-driven decisions with confidence. Try them out today and take your reporting to the next level!

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