2023



February 2020

 

What’s New

 

Drilldown layout

You can now customize the default drilldown view to display fields of your choice and in the order of your preference.

NOTE: You need the Can customize drilldown layout permission to customize the drilldown view.

 

NOTE: The drilldown view you specify is global (within a company). If you, for example, drill down to General Ledger transactions, the drilldown view will look the same in all reports.

 

Icon Description
Dimensions: These are dimensions from the ERP system, such as General Ledger, Sales, etc.
Fields: These are fields from the selected dimension, such as Account, Account Name, Status, etc.
Amounts

 

 

Customize the drilldown layout

  1. Click Settings.
  2. Click Drilldown layout.

 

 

3. (If you have access to more than one company.) From the Select company menu, select the company you want to edit the drilldown for.

4. Under Select dimension, select the module for which you want to edit the drilldown view. For example, if you want to customize the drilldown for reports on General Ledger transactions, click the General Ledger folder.

5. Under the module folder, select a dimension, such as, General Ledger Transactions.
Now, two panes open:

    • Available fields: These are the fields you can select to include in your custom drilldown.
    • Drilldown layout: Here you perform the editing of the drilldown view.
      NOTE: Use default is the default drilldown layout provided by OneStop Reporting.

 

 

6. To start customizing the drilldown view, click the Customize button.
NOTE: When you click the button, you will see a new field in the Drilldown layout list; Field being drilled down. This is the field in the report where the end users click to drill down from. Usually, this will be an amount, such as Net Amount.

7. Edit the drilldown as you want:

    • To add fields to the drilldown; under Available fields, open a fields folder, such as Account, and click Add.
    • To remove a field from the drilldown; under Drilldown layout, click Remove.
    • To change the order of the fields; under Drilldown layout, drag and drop the fields.

8. Click Save.

 

 

Revert to default drilldown layout

  1. Click Settings.
  2. Click Drilldown layout.
  3. (If applicable) From the Select company menu, select the company you want to edit the drilldown for.
  4. Under Select dimension, select the module for which you want to edit the drilldown view.
  5. Under the module folder, select a dimension.
    NOTE: The customized drilldown dimension is marked with (customized).
  6. Under Drilldown layout, click Use default.
  7. Click Save. The drilldown layout is changed back to the default layout.

 

 

Example: Change drilldown layout

In this example, we have a default drilldown view as shown in Figure 1.

In the figure, you can see how the default setup looks in the Drilldown layout editor, and in the drilldown view from a run report. As you can see, the order of the columns matches the order in the Drilldown layout section.

NOTE: The dimensions and fields may have different names in your ERP system.

 

Figure 1 Default drilldown view

 

We want to make the following changes to the drilldown layout for reports based on General Ledger Transactions.

  • Remove the Region field.
  • Move the Net Amount after Description.
  • Add Status field.

 

We take the following steps:

  1. Click Settings.
  2. Click Drilldown layout.
  3. Under Select dimension, click General Ledger folder, then click General Ledger Transactions.
    NOTE: The module, dimensions, and fields may have different names in your ERP system.
  4. Under Drilldown layout, click Customize.

 

5. Under Drilldown layout, next to Region, click Remove to remove the Region column from the layout.

 

6. Under Drilldown layout, move Net Amount after Description.

 

7. Under Available fields, open the Account folder and next to Status, click Add.
 The Status column is added to the drilldown layout.

 

8. Click Save.

If we now run a report in Live Reporting, such as a Profit and Loss report, and drill down, we can see the following effects of the customizing in the figure below:

  • the Region column is removed
  • the Net Amount column is moved
  • a Status column is added.

 

Drilldown before customizing

 

Drilldown after customizing

 

Fixes

Long customer names display: Customers who have long customer names have experienced that the name in Administration will only display 30 characters, and thus, will not show the entire customer name. We have fixed this by allowing users to see the whole name by mousing over the customer name.