Drill Through

Hyperlinks in drill-through reports allow you to jump to a related report.

To drill through to related information in a separate report (called a "drill-through report"), select a hyperlink in the report. The drill-through report opens in the same tab, displaying information for the value you selected. For example, in the Account Transactions Report, you can select a journal entry's hyperlink to open the journal history for the selected entry.

Note: Any given hyperlink is enabled only if you have access to the associated drill-through report.

The image below shows that the user has selected the AR Cash Receipts - 23 hyperlink in the Account Transactions Report to drill-through to the Cash Receipts Journal History report for journal sequence 23.

Note: Entries that were imported during conversion do not appear as hyperlinks in the Account Transactions Report because they do not have an associated journal history in the system.

Any parameters you use to generate and filter a report are also used when you access its drill-through reports. For example, if you generate the Account Transactions Report to display data for Account 1500 only, then the journal history drill-through report also displays data for Account 1500 only.

Depending on the report you access, you may be able to drill-through multiple levels of reports. When you are viewing a drill-through report, you can navigate to the parent report by selecting Back in the Report tab footer.