Drill Throughs and Navigation

Drill Throughs and Navigation


Drill Throughs and Navigation

Introduction

Abdo Compass has been designed to include extensive drill through capabilities that allow the user to dig progressively deeper into data to gain actionable insight. The navigation of Compass has also been designed to sort the reports into five categories:

  1. Firm
    1. Firm
    2. Billing & Realization
    3. Department Scorecard
    4. LOB Scorecard
  2. Clients
    1. Clients
    2. Client Scorecard
    3. Client Revenue Map
  3. Employees
    1. Employees
    2. Employee Scorecard
    3. Employee Time Tree
  4. Projects
    1. Projects
    2. Hours Analysis
    3. Time Usage
  5. WIP / AR
    1. WIP / AR Scorecard
    2. Cash Receipts

To navigate between reports, choose your category from the page list on the left side of your screen, and then use the buttons on the bottom of the pages to choose your report. Detailed instructions are available on each page’s user guide.

Drill Throughs

Drill throughs are always executed by right clicking on a data point. When you right click and choose Drill Through (1) and then choose the report you are drilling through to (2), that destination page will be filtered down to only show the data relevant to the data point you right clicked on. There will be cards on the left that show you what filters have been applied to this destination page (3).

To get back to the page you came from, click on the Go Back button on the bottom of the page (4).

 


 

 

Additional details on drill through options, including lists of all the pages you can go between using drill throughs, are available in each report’s user guide. If you are unsure if you can drill through on a data point, you can always right click to see if the functionality is available.

 
Updated April 2022

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    • Clients

      Clients Purpose The purpose of the Clients report is to show realization details for any number of clients at one time. Navigation To navigate to the Clients report, select Clients (1) from the list of pages on the left side of your screen. Once you ...

    • Employees

      Employees Purpose The purpose of the Employees report is to show data on employee productivity. Navigation To navigate to the Employees report, select Employees (1) from the list of pages on the left side of your screen. Once you are in the Employees ...

    • Billing & Realization

      Billing & Realization Purpose The purpose of Billing & Realization is to show how your firm performs in billing and realization. It focuses on invoiced and billed amounts, as well as realization percentages. Navigation To navigate to the Billing & ...

    • Firm

      Firm Purpose The Firm report provides insight into high-level firm performance. Navigation To navigate to the Firm report, select Firm (1) from the list of pages on the left side of your screen. Once you are in the Firm page, you can use the buttons ...