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Drill-Down Tally What's New
What's New in Drill-Down Tally 2007 Release History

IntelliRel has released it latest version of Drill-Down Tally 2007. We have listened to your request and responded to them with the following added features and enhancements. We believe each feature adds valuable insight to your company's bottom line again.


  • Educational Edition License Model Discontinued. Educational Edition License Model is discontinued. Only the Server Edition is currently available for purchase.

  • Create Linked Queries with Excel Sheets. Added the ability to link/merge queries between Excel workbooks, sheets and range names. If you have one or more common fields in both worksheets, you can merge them into one dataset and slice and dice it just like any other dataset.

  • New Custom Values Wizard. Added Custom Values Wizard which allows you to combine several values into one of more custom values. You can easily group your data into Quarters (1st, 2nd, 3rd or 4th) of a year. You can group your data into Last Week and Prior Week and see the difference between the two weeks. You can create groups of great customers, good customers and those not-so-good customers based on total profit. These are just a few of the many thousands of possibilities that the wizard will effortlessly create for you.

  • New Pivot Wizard. Works like a Group but instead of the values grouped vertically they're grouped horizontally (pivoted) as column headers. This functionality is similar to a pivot table in Microsoft Excel™ or a crosstab query in Microsoft Access™. Formerly known as XTab.

  • New Column Widths Wizard. Added Column Width Wizard which allows you to quickly apply the same column width to several columns. No longer do you need to spend precious time dragging columns. The wizard gives you the ability to precisely set your column widths much faster. Drill-Down Tally alerts you when the printed grid is wider than the right margin or page.

  • Enhanced Query Builder functionality. You can now visual design and merge two or more tables and queries into one dataset. Quickbooks users can export more than one custom report from their accounting software and then join them together into dataset to create unlimited reports from. Join .dbf, Access, Excel text files and ODBC data together in one query to design reports with. Your reporting playground just got a little bigger with this capability.

  • Enhanced Gateway File Administration. Enhanced Gateway File Administration so you can manage your tables, queries and report datasets. Link to tables, data files and worksheets faster than ever. Join these files together with the enhanced Visual Query Builder to take your reporting endeavors to a new level.

  • Added Central Upgrade to Install Setup. This is for those of you who need a central location to update your FREE forever major upgrades and minor updates. You can now install the program to a central location and have all your users pick up the latest build of Drill-Down Tally with ease. After install a desktop version to each user, you can set the setting to where the central updates location is and Drill-Down Tally will pull any updates to each user when needed. This is great for multiple licensed employees that can see a centrally located folder to grab the updates from.

  • Lower Pricing on Enterprise Edition. If you can not find an Authorized Training Center, you can always buy Drill-Down Tally under the traditional Enterprise Edition license for $199 ($80 less than version 2006) without training. All licensing models of Drill-Down Tally include FREE major upgrades and minor updates forever.

  • Enhanced F1 Help documentation. Every help page has been updated, enhanced or reworded to get you up running at breakneck speeds. Ability to print out all documentation with one click.

  • Authorized Training Center/Representative Opportunity. Be a partner with IntelliRel by becoming an Authorized Training Center or Representative. The major financial benefits of Drill-Down Tally are in training students. We want to partner with you in this new Education Edition Training License model. If you are not familiar with the new license model, you will soon see how the software industry needs this best practice solution to survive in the future. Be one of the first to benefit from this great financial opportunity to make the software industry more accountable with its products and services.


  • What's Included from 2006
  • New Internal Charting. You can now design unlimited charts to your reports seamlessly with Drill-Down Tally. Quickly create and access all of these familiar charts within the same report with our newest charting innovation.

  • New External Charting. If you are more familiar with Microsoft Excel charting, you can export the data to a Excel spreadsheet for further charting customization. It's up to you the ultimate in charting is alive and well in Drill-Down Tally.

  • New Prompting Filter. You can use the new prompting filter with your RecordSet and Totals filters. This is new popup question you can setup and ask for input at runtime. This makes it easier to get dynamic input from users to customize your reports data. See Query - RecordSet Filter section "How to use the new Prompting Filter"

  • Visual QueryBuilder for QuickBooks and ODBC setups. It is now easier to get to your QuickBooks and ODBC data via Drill-Down Tally's internal QueryBuilder. You can now visually add new datasets to your QuickBooks and ODBC setups with query-by-example technology. The new datasets are sql statements created with the new visual QueryBuilder. Click on the [...] under the Sql Statement after clicking on the [File] [Gateway File Admin...] menu option. *This feature is for advanced users who know the Query-By-Example process of creating queries.

  • Quicker QuickBooks Reports with Export to Excel. It is now easier to get to your QuickBooks data via export to Microsoft Excel. We have documented how this process can speed up your reporting capabilities to QuickBooks data.

  • Revised Reseller/Private Label Product Branding. Drill-Down Tally has the capability to be branded under your product name, icon, and company as the maker of the product name. We have revised the private label to include more territory with lower pricing to accommodate this new reseller/branding structure.

  • Enhanced Group Column Alignment. Enhanced group columns to automatically align to the first calculation field when designing your reports.

  • New find Duplicate Values sample report. It's now easier to find duplicate values with this additional sample report.


  • What's Included from 2005
  • Reporting Views. IntelliRel is changing the face of reporting possibilities with it's newest feature "Reporting Views". Dramatically cutting down network traffic saving you time, money and making it faster than ever to access your reporting needs. This technology is changing how data information is analyzed and processed in the 21st century.

    You can now create and open additional views with the same recordset query. With "Reporting Views" you can query your data once and have Drill-Down Tally slice and dice your data with unlimited views to the same recordset. No need to create 10 individual report files with one having just a slight modification here and another a slight change there. Other times you will have one report with a different sort here and another order by there. Now you can quickly create and access all of these reports as views within the same file with our newest innovation called "Reporting Views".

  • Reseller/Private Label Product Branding. Drill-Down Tally has the capability to be branded under your product name, icon, and company as the maker of the product name. For more information Click Here. We have changed the pricing structure to a wholesale/retail model to accommodate the new reseller/branding model.

  • New Data Type. You can now access QuickBooks data in addition to popular software packages like Microsoft Excel, Access, ACT!, ODBC (mySql, Smartware, Sql Server, etc.) and Shop Controller. Drill-Down Tally 2005 comes with 12 FREE reporting views currently not available in QuickBooks ($199 value) to quickly analysis your business.

  • Added new datasets to QuickBooks. You can now access and create reports with your Invoice Line Items and Time Tracking data.

  • Open Gateway File. You can now launch another Drill-Down Tally gateway file from this menu option. Making it faster than ever to access your reporting needs.

  • New Report Options. You can now customize Drill-Down Tally 2005 in more ways. New reporting options to change how you interact with Drill-Down Tally.

  • New Help Option. You can now ask your questions about Drill-Down Tally from the Internet by filling out a help request. Access our help request form at http://www.intellirel.com/help.asp to convey your help request.

  • New Online Forum. You can now get additional help from the user community by accessing our online forum. This will allow you and others to get off to even a faster start with Drill-Down Tally. Access our website community question and answer forum http://www.intellirel.com/QnA.asp to convey your reporting request.

  • Only One Edition of Drill-Down Tally. All editions have merged into the Enterprise Edition.


  • What's Included from 2004
  • New Data Types. Version 2004 includes access to data from popular software packages like Microsoft Excel, ODBC, ACT! and Shop Controller in addition to Microsoft Access.



  • Demo Edition Functionality. We have changed the way the demo edition works starting with build number 106. Only one feature will be crippled. You will be able to save your reports in demo mode. The new release will no longer remove records from your filtered recordset. You will now have all records included, but a 'x' will replace some values on the report. When you purchase a license you have full functionality and access to all values on your printed reports.


  • New Report 3 Step Wizard. One of the newest features of Drill-Down Tally is that simply makes it easier to create a report. Our wizard will help any novice create a new report in 3 easy steps. The wizard gracefully generates a new report in blinding speeds. No training needed with this added feature.


  • Filter Wizard. This new wizard will help you fill out your RecordSet Filter selection quicker than ever before.


  • Group Calculation Groups. Another awesome feature of Drill-Down Tally is that you can create a group from your aggregate group calculations. This is a powerful addition to the Drill-Down Tally feature set. This means you can create drill-down report(s) containing information pertaining to several different revenue levels. You could put them in groups of excellent, so-so or poor based on the profit margin your company receives and drill-down on each of them. Try to do that in Crystal Reports or Microsoft Access and then make it a breeze to do on top of it.


  • Gateway File Setup. Create reports from Microsoft Excel, ODBC, ACT!, Shop Controller, .txt (comma separated) or .csv (comma separated values) text file data. You can design reports with exported data from Google, Amazon, eBay. You can gain direct access to Microsoft Excel data via the Sheet Name or Range Name of your favorite worksheet. Or any other text file you can export data from. You can create as many reports as you want from your downloaded, exported text or Microsoft Excel data files. This is a great productivity tool for all buyers and sellers who access the world wide web or want more detailed reporting from your Microsoft Excel data.


  • Export to Microsoft Excel (Pivot Table). You will be able to export Drill-Down Tally data to Microsoft Excel for more data analysis in a pivot table. This way you can look at your data from a different perspective.


  • Export to Microsoft Excel (Summary Calculations). You will be able to export Drill-Down Tally data to Microsoft Excel for more data analysis. With this option you can export the base groups and calculations or all of them. Again, just another wonderful way Drill-Down Tally allows you to look at your data from a different perspective.


  • Tally FlexMart. Creating a Tally FlexMart is an important part of Drill-Down Tally. It allows you to wrap up a report definition and it's underlying data into a mini application. After you create the Tally FlexMart you can send the file to any other licensed owner of Drill-Down Tally. They can now create as many reports as they want from the data you send them.


  • Screenshot Demo. A demo was added to the help menu to help users get more familiar with the reporting capabilities of Drill-Down Tally. It includes a user controlled slide show creating a simple tabular report to designing an advanced 5 year trend analysis.


  • Enhanced Column Positioning. To help format your report definitions a new column position property was added to help position group calculations between XTab Group calculations.


  • FREE Unlimited Live Help Online. Last but not least free unlimited online support. Get your questions answered online with our Live Help Online feature. You're up and running in a heartbeat with this added benefit. Look for menu option Live Help Online Now.


  • You can also check our list of build number releases Release History. It may list additional enhancements to Drill-Down Tally 2005.


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