Drilling Down to Records or Transactions
You can quickly shift between summary and detail versions of a report by clicking the navigation links available next to report titles.
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If you are in a summary report, click View Detail to shift to the detail report.
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If you are in a detail report, click View Summary to shift to the summary report.
By default, clicking View Detail on a custom summary report drills down to the standard detail report, not to a custom one with the same data.
When you view a standard or ad-hoc report, you can click most entity names, transaction names, or amounts to drill down to records, transactions, or detail reports.
For example, in the Sales by Customer Summary report, click the customer name to drill down to their record. You can also click sales amounts to drill down to the Sales by Customer Detail report filtered for those transactions. When the Detail report opens, you can click the transaction type, number, or amount to see the transaction record.
For most reports, the following drilldowns are supported for field-level links:
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When you click... |
You drill down to... |
|---|---|
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Entity names (Customers, Vendors, Partners, Employees, etc.) |
Entity record |
|
Items |
Item record |
|
Accounts |
Account record |
|
Account amounts |
Account Detail Report filtered to only transactions related to that amount. |
|
Transaction amounts |
Transaction record or detail report |
The following fields don’t currently support drill down: amounts in ad-hoc summary style reports, amounts in ad-hoc matrix style reports, amounts for added columns in standard summary reports, and formulas.