Which fields have drill-down capability?
The drill-down capability means that you can view different levels of detail using the same report. It also means that you and other users have more flexibility in the way you use the report.
Not all of the columns in a report allow you to use the drill-down capability. You can tell if the drill-down capability is available by checking the column's properties. If the drill-down capability is available, the Drill-down field will display the type of information that will be displayed when you use the drill-down capability.
Watch a video
-
Using drill-down capability on reports to show more information. Click this link and then go to time marker 1h24m23s (example 1) and 1h26m46s (example 2).
Finding out if a column has the drill-down capability
1. Open a report.
2. Click to select the Columns tab.
3. Use the Section menu to select the report section that will contain the new report line.
4. Click to select a column.
The column properties display on the Column subtab.
5. Find the field titled Drill-down.
If the column can use the drill-down capability, the Drill-down field is available and you will be able to view the drill-down destination.
However, if the column does not use the drill-down capability, that means the Drill-down field is not available and the Drill-down field will look like this...
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I add/remove fields? (Account Inquiry)
Customize the fields that display on the Detail tab (Requisition Inquiry). The default view includes the date, journal, references, description, debit amount, credit amount, and balance. You can also add the amount, amount type, and comment fields or ...Which interfaced applications have drill-down capability?
You can use the drill-down capability to view the detail that makes up an amount. The drill-down capability means that you can view different levels of detail for amounts from different applications using Account Inquiry. It also means that you and ...How do I view transaction detail? (Activities)
Use the Filter to search for a transaction value. Do this... 1. Open Connect General Ledger > Activity Inquiry. 2. Click to select the Detail tab. 3. Find the column that includes the values that you would like to search, and then click the ...How do I add/remove additional fields?
Use the Additional Fields tab to view fields that aren't included on the Detail tab and you want to view them in Requisition Inquiry. Adding additional fields 1. Open Connect General Ledger > Requisition Inquiry. 2. Click to select the Additional ...Webinar: Accounts Payable, User-defined fields (2025.02)
In this webinar, Overview of user-defined fields in the Accounts Payable application. What are user-defined fields How to set up a user-defined field Examples of setting up a user-defined field 202411, 2024Dec04 Copyright © 2025 Caselle, ...