Activating and Defining the Drill Down Feature

Open a financial report template in RDA.

  1. Double-click the tabular report section for which you want to activate the Drill Down feature.

  2. On the Tabular Section properties form, select the Financial tab.

    If you are creating an application report, the system names the tab the same names as the Report Director template. For example, if you select the Financial Reports template in the Director, the tab is named Financial Reports.

  3. Select the Drill Down option, and click the Define button.

  4. On the Work With Applications form, click Find.

    You can filter the search by entering search criteria in the QBE (query by example) line.

  5. Click an application, and click Select.

  6. On the Work With Forms form, select a form and click Select.

  7. On the Work With Versions form, perform one of these actions:

    • Click a version, and then click Select.

    • Click Close to avoid selecting a specific version.

      If the report has processing options, the system prompts you to provide the parameters.

  8. On the Form Interconnections form, click <NOT Assigned> for the field in the data structure that you need to map.

  9. Double-click the object in the Available Objects list that is associated with the field from the application form.

    Fields in the Data Item column of the data structure come from the application that you defined. Mapping the associated field from the report ensures that the value is passed into that field of the application form.

  10. Click the directional arrow in the Dir column until it becomes a right arrow.

    The arrow indicates that the data flows from the source (the report section) to the target (the interactive application).

    Ensure that you move the cursor down to the next field in the data structure before you select the next available object.

    Note: Available objects vary for each <NOT Assigned> field, depending on the field type of the data item.
  11. When all required fields are mapped, click OK.

  12. On the Tabular Section form, click OK to return to the Report Design form.