Quick Tip: Report Drilldown

December 2023    Tags: Reports

Drill-down capabilities provide the ability to quickly access data while previewing many reports. When you mouse over a drill-down field on a report while viewing it in a Preview window, the field will be highlighted in yellow. Clicking the field will open the appropriate data entry window for that field, allowing you to edit the record. After saving the change and closing the data entry window, you will be returned to the Preview window. Click the Refresh button (or press F5) to update the report to reflect the change you just made.

For a complete list of reports with drill-down capabilities, refer to Knowledge Base Article R10646, “Drill-Down Features in the Software.”