{"id":25038,"date":"2025-08-28T17:44:17","date_gmt":"2025-08-28T17:44:17","guid":{"rendered":"https:\/\/synder.com\/help\/?p=25038"},"modified":"2026-03-30T19:45:52","modified_gmt":"2026-03-30T19:45:52","slug":"close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/","title":{"rendered":"Close-Ready Summaries: Aggregated View and Clickable Drilldowns"},"content":{"rendered":"\n<p>With this guide, you\u2019ll discover how to validate numbers in preview, explain variances in seconds, and align posting with your <strong>closing schedule<\/strong>. You\u2019ll also learn what the Aggregated view is, how Clickable drill-downs work, and how to enable Monthly summaries correctly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is the Aggregated view tab?<\/h2>\n\n\n\n<p>The Aggregated view is a roll-up of your Summary <strong>preview<\/strong> that groups line items and shows <strong>summed Debits, Credits, and a Grand Total<\/strong> so you can sanity-check totals without scanning every row.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcpKylk5iMDms32ZJgi-m8p_OwamOIlc6GgG2bsZrfbaLmcJpKBQgI6wmSj103e_YiEUuTpuyohWXjcEVnbc3RXC9eXwbTQ8XdWdpTbKwHA578yrDD3HIgBIGeQrw0VKPxaUujCAA?key=BrEcPKv2aJZfNJgKMvUCYA\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">How to access it<\/h3>\n\n\n\n<p>Open a <strong>Summary preview<\/strong> \u2192 go to the <strong>Aggregated view<\/strong> tab \u2192 choose <strong>Account<\/strong> or <strong>Description<\/strong> \u2192 (optional) <strong>Export<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Types (and when to use each)<\/h3>\n\n\n\n<p>The aggregated view tab lets you group your journal lines by account and by description.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdZ62RLaqlv4JZcKPX5t-4Dx5HdZP5WDRYOpJs4TswIzb4VKB2y3kTaIDB7qx_zwzDYT1WDa9GV9_qf-A8cfSl5ID8rznmR_eY_djunaMonGfbcLK1clyHzIpr35JhTaisf54Cn6Q?key=BrEcPKv2aJZfNJgKMvUCYA\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Aggregate by Account<\/strong> \u2192 GL tie-out across <strong>all mapped accounts<\/strong> (balance sheet + P&amp;L). See how much the balance of each mapped account from your books will change after the synchronization. Use for controller sign-off and payout\/cash checks.<\/p>\n\n\n\n<p><strong>Aggregate by Description<\/strong> \u2192 Operational explanation of movement (e.g., invoices, refunds, fees, recognition events). Ideal for variance\/flux reviews.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why you need it<\/h3>\n\n\n\n<p><strong>It\u2019s necessary because:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It collapses hundreds of rows into a handful of totals.<\/li>\n\n\n\n<li>It surfaces mis-mappings and odd spikes instantly.<\/li>\n\n\n\n<li>You can preview how much the balance of each mapped account from your books will change<\/li>\n\n\n\n<li>One-click <strong>Export<\/strong> gives you a clean artifact for reviews\/audit notes.<\/li>\n\n\n\n<li>It works great with <strong>Clearing totals (Debits\u2212Credits)<\/strong> to validate against processor reports <strong>before<\/strong> posting.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">When to use the account vs the description selector<\/h2>\n\n\n\n<p><strong>3-step review checklist:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Account view<\/strong> \u2192 Confirm totals across all mapped accounts (and the Grand Total) align with provider\/payout reports. Note any variances.<\/li>\n\n\n\n<li><strong>Description view<\/strong> \u2192 Identify the drivers of those variances; watch for odd signs or spikes.<\/li>\n\n\n\n<li><strong>Drill &amp; resolve<\/strong> \u2192 Open Summary lines, adjust mappings\/settings, refresh preview, then sync. Export the Aggregated view for workpapers\/sign-off.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">What are clickable drilldowns?<\/h2>\n\n\n\n<p>In the Summary preview<strong> \u2192 Summary lines<\/strong> tab, any row is clickable and shows a <strong>drilldown of each composed amount<\/strong>.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfDUzTSZ_SpYmTje15w965LpFS_YZRzoSdh2rpgRXI7v9ocWIYI0hTw7hzID_xwUJ5tjs2qUgLtDb8CsXsAONH3xob5MUfZMi82BmnlIyGQvQ6yAlT9OTSg3GK_r7AimJJuHflM8Q?key=BrEcPKv2aJZfNJgKMvUCYA\" alt=\"\"\/><\/figure>\n\n\n\n<p>Click any blue amount to open <strong>Summary line details <\/strong>\u2014 a drill-down list of the exact transactions behind that line (date, contact\/processor transaction ID, type like <em>Payment\/Refund\/Fee\/Adjustment<\/em>, and amount in source currency). You can also download this detail as a report.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXd7vGnx3_e9qL9idK21UZ8-2Q4EmEO4zKAkUnkWSy2JHbY9v2rNCAQZr7F6_KBjz3Ubzr1dzLAByy4tkggvg-QpZeU51rwKcsLUaRdw77z1GWRTjUAImY9gN4WvvE5y0GwcsYU7Cg?key=BrEcPKv2aJZfNJgKMvUCYA\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">How to access it<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open a <strong>Summary preview<\/strong> and go to <strong>Summary lines<\/strong>.<\/li>\n\n\n\n<li>Click the <strong>blue debit or credit amount<\/strong> to open <strong>Summary line details<\/strong>.<\/li>\n\n\n\n<li>Review the listed transactions (and <strong>download the report<\/strong> if you need to share or archive).<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Why you need it<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Proving the number:<\/strong> tie any total to the individual payments\/refunds that compose it.<\/li>\n\n\n\n<li><strong>Mapping QA:<\/strong> confirm payments\/fees\/refunds\/adjustments, etc., are flowing to the right accounts by inspecting the contributing transactions.<\/li>\n\n\n\n<li><strong>Disputes &amp; support:<\/strong> grab processor IDs in one click for Stripe\/Shopify\/PayPal checks.<\/li>\n\n\n\n<li><strong>Timezone\/payout boundary checks:<\/strong> see which \u201cedge\u201d transactions fell into this summary window.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><em>For more information about the Summary sync mode or other Synder features, visit our Help Center or<\/em><a href=\"https:\/\/synder.com\/contact\/\"><em> reach out to Synder Team<\/em><\/a><strong> <\/strong><em>via online support chat or email.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>With this guide, you\u2019ll discover how to validate numbers in preview, explain variances in seconds, and align posting with your closing schedule. You\u2019ll also learn what the Aggregated view is, how Clickable drill-downs work, and how to enable Monthly summaries correctly. What is the Aggregated view tab? The Aggregated view is a roll-up of your [&hellip;]<\/p>\n","protected":false},"author":2318,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[377,376],"tags":[],"ppma_author":[338],"class_list":["post-25038","post","type-post","status-publish","format-standard","hentry","category-overview","category-transaction-recording-summary"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Close-Ready Summaries: Aggregated View and Clickable Drilldowns - Synder<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Close-Ready Summaries: Aggregated View and Clickable Drilldowns - Synder\" \/>\n<meta property=\"og:description\" content=\"With this guide, you\u2019ll discover how to validate numbers in preview, explain variances in seconds, and align posting with your closing schedule. You\u2019ll also learn what the Aggregated view is, how Clickable drill-downs work, and how to enable Monthly summaries correctly. What is the Aggregated view tab? The Aggregated view is a roll-up of your [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-28T17:44:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-30T19:45:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcpKylk5iMDms32ZJgi-m8p_OwamOIlc6GgG2bsZrfbaLmcJpKBQgI6wmSj103e_YiEUuTpuyohWXjcEVnbc3RXC9eXwbTQ8XdWdpTbKwHA578yrDD3HIgBIGeQrw0VKPxaUujCAA?key=BrEcPKv2aJZfNJgKMvUCYA\" \/>\n<meta name=\"author\" content=\"George Bylin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"buffyclaw\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Close-Ready Summaries: Aggregated View and Clickable Drilldowns - Synder","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/","og_locale":"en_US","og_type":"article","og_title":"Close-Ready Summaries: Aggregated View and Clickable Drilldowns - Synder","og_description":"With this guide, you\u2019ll discover how to validate numbers in preview, explain variances in seconds, and align posting with your closing schedule. 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The Aggregated view is a roll-up of your [&hellip;]","og_url":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/","og_site_name":"Synder","article_published_time":"2025-08-28T17:44:17+00:00","article_modified_time":"2026-03-30T19:45:52+00:00","og_image":[{"url":"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcpKylk5iMDms32ZJgi-m8p_OwamOIlc6GgG2bsZrfbaLmcJpKBQgI6wmSj103e_YiEUuTpuyohWXjcEVnbc3RXC9eXwbTQ8XdWdpTbKwHA578yrDD3HIgBIGeQrw0VKPxaUujCAA?key=BrEcPKv2aJZfNJgKMvUCYA"}],"author":"George Bylin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"buffyclaw","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/","url":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/","name":"Close-Ready Summaries: Aggregated View and Clickable Drilldowns - Synder","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/#primaryimage"},"image":{"@id":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/#primaryimage"},"thumbnailUrl":"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcpKylk5iMDms32ZJgi-m8p_OwamOIlc6GgG2bsZrfbaLmcJpKBQgI6wmSj103e_YiEUuTpuyohWXjcEVnbc3RXC9eXwbTQ8XdWdpTbKwHA578yrDD3HIgBIGeQrw0VKPxaUujCAA?key=BrEcPKv2aJZfNJgKMvUCYA","datePublished":"2025-08-28T17:44:17+00:00","dateModified":"2026-03-30T19:45:52+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/cf5e26ded736dff85bcd55f6bf17b697"},"breadcrumb":{"@id":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/#primaryimage","url":"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcpKylk5iMDms32ZJgi-m8p_OwamOIlc6GgG2bsZrfbaLmcJpKBQgI6wmSj103e_YiEUuTpuyohWXjcEVnbc3RXC9eXwbTQ8XdWdpTbKwHA578yrDD3HIgBIGeQrw0VKPxaUujCAA?key=BrEcPKv2aJZfNJgKMvUCYA","contentUrl":"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcpKylk5iMDms32ZJgi-m8p_OwamOIlc6GgG2bsZrfbaLmcJpKBQgI6wmSj103e_YiEUuTpuyohWXjcEVnbc3RXC9eXwbTQ8XdWdpTbKwHA578yrDD3HIgBIGeQrw0VKPxaUujCAA?key=BrEcPKv2aJZfNJgKMvUCYA"},{"@type":"BreadcrumbList","@id":"https:\/\/synder.com\/help\/close-ready-summaries-aggregated-view-clickable-drilldowns-and-monthly-mode\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/synder.com\/help\/"},{"@type":"ListItem","position":2,"name":"Close-Ready Summaries: Aggregated View and Clickable Drilldowns"}]},{"@type":"WebSite","@id":"https:\/\/synder.com\/help\/#website","url":"https:\/\/synder.com\/help\/","name":"Synder","description":"Articles &amp; 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