A report total is useful when you can explain it. If an outstanding balance changes, the next question is which invoices and settlements caused the movement. Exporting the total to another spreadsheet often interrupts that investigation.
DNA Report Center brings the report and its supporting records into one working context. It is fully integrated with DNA Intelligence.
Follow the number without losing the report
Drill into a report value to inspect the contributing records. Use the Investigation Dock to keep the investigation beside the report, open source documents and retain the context needed to compare findings.
For an illustrative receivable of 12,500, inspect the invoices and settlements that add to that balance. Check the report’s date and filters before concluding that an apparently missing invoice is an error. A total and its detail should reconcile under the same scope.
Build the report around the decision
Custom reporting starts with the question. Choose the dimensions that describe the result, such as customer or period, and the measures that quantify it. Then choose the grouping, filters, columns and appropriate visualization.
SUM, AVG and COUNT answer different questions. Average invoice value is not total customer exposure. Test a small known set of records so the aggregation can be checked independently before the report becomes a recurring management pack.
Share the intended view with the intended audience
DNA supports report sharing for internal and external recipients. Decide who needs access, whether a public link is appropriate, and which expiry or protection settings are needed. Preview the content and verify the scope before sharing.
External sharing should be a deliberate report configuration, not a shortcut around internal access boundaries.
Schedule the reporting period as well as the time
A monthly schedule needs a recurrence, delivery time, timezone, recipients and reporting window. “Previous month” is different from a fixed September date range that would repeat forever. Check the next scheduled run and the period it will contain.
Explore Report Center. Test one drill-down, one custom report and one delivery preview using sample data. The goal is a report that reaches the right audience and still explains its numbers when questions arrive.
