Records

Use Records to answer “what makes up this number?” The panel lists source records behind a measure, such as invoices, invoice lines, or fulfillments. Each card shows the record's contribution to the total.

Start from a river you have access to. The available measures and dimension filters depend on your data.

Open the records behind a bar

Hover a river bar and click View {measure} → in its tooltip, such as View Revenue →. The panel starts with the bar's month and dimension values, including the river's active filters.

The Records icon at the top of the right sidebar opens a list using the river's current scope. Some measures open dedicated panels. Support cases open Cases. Customer credits open Deductions. Vendor credits open Rebate Tracking. Financial panels require the Financials permission.

Find the contribution you need

• Search looks up document numbers across the matching records.
• Sort orders the full result by Highest contribution or Most recent.
• Filter changes dimension values and the date range. Widen the range to investigate adjacent months, or narrow it to isolate one part of the total.

Cards show the document number, date, and contribution. Depending on the record type, they also show customer, status, SKU, or manufacturer. Contribution is the value this record adds to the selected measure; it is not necessarily the order's full amount.

For example, drill into a Revenue bar and sort by Highest contribution to find its largest invoices. A line-level measure can show several rows from the same invoice, each contributing its own amount.

Follow a record to its order

Click a card to open its linked order in Transactions. A card without a resolvable order anchor is not clickable. Use the document number to investigate it in your source system instead.

Changing the Records scope changes this list. Check its filters and date range before comparing its total with the original bar.