Transaction Drill Down

Transaction Drill Down enables you to drill down to transaction level. For example. if a Summary Drill Down by account code displays a total transaction amount for each account code, then a transaction drill down will display the individual transactions amount for each account code.

To define a Transaction Drill Down:

Open a worksheet that contains one or more summary links, or create a new summary link, and select a value.
Click Transactions in Drilldown on the toolbar.
The Transactions Drilldown definition dialog box is displayed. In the Filter section of the dialog, the data filter items that are specified in the summary link are displayed. The Output pane lists the items that are output by the summary link.
Select Data Output Items on which to drill down.
For example, if the summary link outputs the Base Amount, then you can to add Account Code to the Output pane. In this case, the transaction drill down will identify the individual account codes and base amounts which, together, form the total returned by the summary link.
Click OK

A child worksheet is created containing transaction drill down results for each of the selected output items.

The data output items specified in the transaction drill down are used as table headings. If required, then you can change the table headings.

Note: If the original query definition is modified, then you must save the drill path again.