Working with the Drill Back Feature

Drill back enables you to access information related to One View reports in a seamless and intuitive manner. It provides you with the end-to-end traceability between One View reports and JD Edwards EnterpriseOne applications.

The drill back feature enables you to trace and investigate transactions by drilling from a specific row in a One View report table back to the source transaction in the JD Edwards EnterpriseOne application. An example may be to drill from a specific overdue invoice on a One View Customer Ledger report back to that same transaction within the Invoice Entry application, or to drill from that invoice back to the specific customer in the Customer Master application. The ability to drill back on One View report data provides users with the ability to investigate and navigate through the system to make informed decisions and take the best course of action.

When you pass your cursor over columns in a One View report, the cursor will change to a hand symbol when it encounters columns with drill back capability.

With the Oracle BI Publisher 11.1.1.7 release, One View reports have a Drill Back Link Composer that enables you to specify the JD Edwards EnterpriseOne application where the related detail resides. To define a drill back link, you define the:

  • JD Edwards EnterpriseOne interactive application.

    Specify the name of the application that is associated with the data in the report.

  • Form name.

    JD Edwards EnterpriseOne interactive applications can include multiple forms. Select the form that you want to appear when the application is launched.

  • Version.

    Some JD Edwards EnterpriseOne interactive applications have more than one version. Select the appropriate version to launch.

  • Report fields.

    Specify the fields in the report that are required to access the detail in the application. You can verify the required fields by launching the interactive application and noting the fields that are required to populate the detail form. You do not typically need to map all fields that are on the form.

    The fields that you select pass data between the report and the interactive application.