Drill-To is an advanced drilldown feature that allows users to drill down across multiple modules. For example, users can begin with a report showing values from the General Ledger, and then drill down to see the underlying values from the Accounts Receivable sub-ledger.
To use the Drill-To feature, you must configure the Drill-To Definition in the report template. Drill-To Definitions must be created on the cell level, by selecting a cell that will be the common dimension between the two different modules. For instance, the shared dimension could be the Account number or the Voucher number. When the Drill-To feature is used, Report Designer will use the specified dimension to retrieve entries from the sub-ledger.
The figure below shows the interfaces involved in configuring the Drill-To feature.
|1||Drill-To tab||This tab is only available when you have selected a cell.|
|2||Use default drilldown||Select this checkbox to apply the default drilldown option. Deselect this checkbox to create a customized drill-to definition.|
|3||Drill-To item||A list of Drill-To definitions applied to the specific cell is generated. You can edit or delete the definition by clicking on the appropriate buttons.|
|4||Create||This button will create a new Drill-To definition and open the Drill-To Builder.|
You can configure the Drill-To Definition through the Drill-To Builder. The configuration is required so that Report Designer is able to filter through to the proper sub-ledger using parameters or drill source dimensions.
|1||Name||Create a descriptive name so you can easily identify the Drill-To Definition.|
|2||Search||Search for data items in your ERP system.|
|3||Module list||In this section, the selection of Modules is displayed. From the list of Modules, drag dimensions into the Drill-To details and filters section to configure the Drill-To Definition.|
|4||Drill-To details||Data items can be dragged into this section to create column headers in the resulting Drill-To worksheet. The column headers can be reordered by dragging the header title. Moreover, the data item can be removed by clicking on the header title once.|
|5||Drill-To filters||Data items can be dragged into the filters section so that the Drill-To Definition can be configured to filter to the correct detailed transactions.|
When using the Lookup button in the Drill-To filters, you have these options:
|List||On this tab, you can select a filter based on a constant value.|
|Parameter||On this tab, you can select a filter based on a parameter from the report definition.|
|Drill-To||On this tab, you can select a filter based on the attribute context of the Drill-To originating cell. The available fields on this tab are based on the dimensions and attributes that are used in the particular row or column in the report definition.|