Drill Through

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

ATTENTION : Hyperlinks are enabled only if you have access to the associated drillthrough reports.

The image below shows that the user has clicked on 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.

Remarque : In the Account Transactions Report, entries that were imported by a Viewpoint conversion team do not appear as hyperlinks, as 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 drillthrough reports. For example, if you generate the Account Transactions Report to display data for Account 1500 only, then the journal history drillthrough 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 drillthrough report, you can navigate to the parent report by clicking Back in the Report tab footer.