{"title":"Change drilldown layout (Example)","url":"https://docs.vismasoftware.no/onestopreporting/administration/drilldown/example-change-drilldown-layout/","link":"/onestopreporting/administration/drilldown/example-change-drilldown-layout/","description":"Customize which columns and details are displayed when drilling down into your reports.","content":"\u003cp\u003eIn this example, we have a default drilldown view as shown in Figure 1.\u003c/p\u003e\n\u003cp\u003eIn the figure, you can see how the default setup looks in the \u003cstrong\u003eDrilldown layout\u003c/strong\u003e editor, and in the drilldown view from a run report. As you can see, the order of the columns matches the order in the \u003cstrong\u003eDrilldown layout\u003c/strong\u003e section.\u003c/p\u003e\n\n    \u003cdiv class=\"admonition admonition-note\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Note\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eThe modules, dimensions, and fields may have different names in your ERP system.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003cp\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/example-change-drilldown-layout/img/en/Drilldown-editor.png\"\u003e\n\u003cem\u003eFigure 1 Default drilldown view\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eWe want to make the following changes to the drilldown layout for reports based on General Ledger Transactions:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eRemove the \u003cstrong\u003eRegion\u003c/strong\u003e field.\u003c/li\u003e\n\u003cli\u003eMove the \u003cstrong\u003eNet Amount\u003c/strong\u003e after \u003cstrong\u003eDescription\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eAdd \u003cstrong\u003eStatus\u003c/strong\u003e field.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eWe then take the following steps:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eDrilldown layout.\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eUnder \u003cstrong\u003eSelect dimension\u003c/strong\u003e, click \u003cstrong\u003eGeneral Ledger\u003c/strong\u003e folder, then click \u003cstrong\u003eGeneral Ledger Transactions\u003c/strong\u003e. \u003cstrong\u003eNOTE:\u003c/strong\u003e The module, dimensions, and fields may have different names in your ERP system.\u003c/li\u003e\n\u003cli\u003eUnder \u003cstrong\u003eDrilldown layout\u003c/strong\u003e, click \u003cstrong\u003eCustomize\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/example-change-drilldown-layout/img/en/word-image-43-e1635502373168-1024x635.png\"\u003e\u003c/p\u003e\n\u003cp\u003e4. Under \u003cstrong\u003eDrilldown layout\u003c/strong\u003e, next to \u003cstrong\u003eRegion\u003c/strong\u003e, click \u003cimg src=\"/onestopreporting/administration/drilldown/example-change-drilldown-layout/img/en/word-image-44.png\"\u003e \u003cstrong\u003eRemove\u003c/strong\u003e to remove the \u003cstrong\u003eRegion\u003c/strong\u003e column from the layout.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/example-change-drilldown-layout/img/en/word-image-45.png\"\u003e\u003c/p\u003e\n\u003cp\u003e5. Under \u003cstrong\u003eDrilldown layout\u003c/strong\u003e, move \u003cstrong\u003eNet Amount\u003c/strong\u003e after \u003cstrong\u003eDescription\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/example-change-drilldown-layout/img/en/word-image-1.gif\"\u003e\u003c/p\u003e\n\u003cp\u003e6. Under \u003cstrong\u003eAvailable fields\u003c/strong\u003e, open the \u003cstrong\u003eAccount\u003c/strong\u003e folder and next to \u003cstrong\u003eStatus\u003c/strong\u003e, click \u003cstrong\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/example-change-drilldown-layout/img/en/word-image-46.png\"\u003e\u003c/strong\u003e \u003cstrong\u003eAdd.\u003c/strong\u003e The \u003cstrong\u003eStatus\u003c/strong\u003e column is added to the drilldown layout.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/example-change-drilldown-layout/img/en/word-image-47.png\"\u003e\u003c/p\u003e\n\u003cp\u003e7. Click \u003cstrong\u003eSave\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eIf we now run a report in \u003cstrong\u003eReporting\u003c/strong\u003e, such as a Profit and Loss report, and drill down, we can see the following effects of the customizing in the figure below:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ethe \u003cstrong\u003eRegion\u003c/strong\u003e column is removed\u003c/li\u003e\n\u003cli\u003ethe \u003cstrong\u003eNet Amount\u003c/strong\u003e column is moved\u003c/li\u003e\n\u003cli\u003ea \u003cstrong\u003eStatus\u003c/strong\u003e column is added.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/example-change-drilldown-layout/img/en/Default-view.png\"\u003e\n\u003cem\u003eDrilldown before customizing\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/example-change-drilldown-layout/img/en/word-image-49.png\"\u003e\n\u003cem\u003eDrilldown after customizing\u003c/em\u003e\u003c/p\u003e\n","children":[]}