{"title":"Drilldown layout","url":"https://docs.vismasoftware.no/onestopreporting/administration/drilldown/","link":"/onestopreporting/administration/drilldown/","description":"Authorized users can customize and save global drilldown layouts for the company.","content":"\u003cp\u003eYou can customize the default drilldown view to display fields of your choice and in the order of your preference.\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\u003eYou need the \u003cstrong\u003eCan customize drilldown layout\u003c/strong\u003e permission to customize the drilldown view.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\n    \u003cdiv class=\"admonition admonition-tip\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Tip\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eThe 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, for all users within that company.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ctable\u003e\n  \u003cthead\u003e\n      \u003ctr\u003e\n          \u003cth\u003e\u003cstrong\u003eIcon\u003c/strong\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eDescription\u003c/strong\u003e\u003c/th\u003e\n      \u003c/tr\u003e\n  \u003c/thead\u003e\n  \u003ctbody\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/img/en/word-image-1-e1580895969572.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eDimensions\u003c/strong\u003e: These are dimensions from the ERP system, such as General Ledger, Sales, etc.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/img/en/fields.jpg\"\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eFields\u003c/strong\u003e: These are fields from the selected dimension, such as Account, Account Name, Status, etc.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/administration/drilldown/img/en/amounts.jpg\"\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eAmounts\u003c/strong\u003e\u003c/td\u003e\n      \u003c/tr\u003e\n  \u003c/tbody\u003e\n\u003c/table\u003e\n\u003ch2 id=\"customize-the-drilldown-layout\" class=\"group\"\u003eCustomize the drilldown layout\u003ca class=\"prose-heading-self-link\" href=\"#customize-the-drilldown-layout\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eDrilldown layout.\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e(If you have access to more than one company) From the \u003cimg src=\"/onestopreporting/administration/drilldown/img/en/companyselect.jpg\"\u003e \u003cstrong\u003eSelect company\u003c/strong\u003e menu, select the company you want to edit the drilldown for.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eUnder \u003cstrong\u003eSelect dimension\u003c/strong\u003e, 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 \u003cstrong\u003eGeneral Ledger\u003c/strong\u003e folder.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eUnder the module folder, select a \u003cimg src=\"/onestopreporting/administration/drilldown/img/en/word-image-1-e1580895969572.png\"\u003edimension, such as \u003cstrong\u003eGeneral Ledger Transactions\u003c/strong\u003e. Now, two new panes open:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eAvailable fields:\u003c/strong\u003e These are the \u003cimg src=\"/onestopreporting/administration/drilldown/img/en/fields.jpg\"\u003e fields you can select to include in your custom drilldown.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eDrilldown layout:\u003c/strong\u003e Here you perform the editing of the drilldown view. \u003cstrong\u003eNOTE: Use default\u003c/strong\u003e is the default drilldown layout provided by OneStop Reporting.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eTo start customizing the drilldown view, click the \u003cstrong\u003eCustomize\u003c/strong\u003e button. \u003cstrong\u003eNOTE:\u003c/strong\u003e When you click the button, you will see a new field in the \u003cstrong\u003eDrilldown layout\u003c/strong\u003e list; \u003cstrong\u003eField being drilled down\u003c/strong\u003e. 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.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eEdit the drilldown as you want:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eTo add fields to the drilldown; under \u003cstrong\u003eAvailable fields,\u003c/strong\u003e open a fields folder, such as \u003cstrong\u003eAccount\u003c/strong\u003e, and click \u003cimg src=\"/onestopreporting/administration/drilldown/img/en/addrow.jpg\"\u003e \u003cstrong\u003eAdd\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eTo remove a field from the drilldown; under \u003cstrong\u003eDrilldown layout\u003c/strong\u003e, click \u003cimg src=\"/onestopreporting/administration/drilldown/img/en/remove.jpg\"\u003e \u003cstrong\u003eRemove\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eTo change the order of the fields; under \u003cstrong\u003eDrilldown layout\u003c/strong\u003e, drag and drop the fields.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e.\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"revert-to-default-drilldown-layout\" class=\"group\"\u003eRevert to default drilldown layout\u003ca class=\"prose-heading-self-link\" href=\"#revert-to-default-drilldown-layout\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eDrilldown layout.\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003e(If applicable) From the \u003cimg src=\"/onestopreporting/administration/drilldown/img/en/companyselect.jpg\"\u003e \u003cstrong\u003eSelect company\u003c/strong\u003e menu, select the company you want to edit the drilldown for.\u003c/li\u003e\n\u003cli\u003eUnder \u003cstrong\u003eSelect dimension\u003c/strong\u003e, select the module for which you want to edit the drilldown view.\u003c/li\u003e\n\u003cli\u003eUnder the module folder, select a \u003cimg src=\"/onestopreporting/administration/drilldown/img/en/word-image-1-e1580895969572.png\"\u003e dimension. \u003cstrong\u003eNOTE:\u003c/strong\u003e The customized drilldown dimension is marked with \u003cem\u003e(customized).\u003c/em\u003e\u003c/li\u003e\n\u003cli\u003eUnder \u003cstrong\u003eDrilldown layout\u003c/strong\u003e, click \u003cstrong\u003eUse default\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e. The drilldown layout is changed back to the default layout.\u003c/li\u003e\n\u003c/ol\u003e\n","children":[{"title":"Change drilldown layout (Example)","description":"Customize which columns and details are displayed when drilling down into your reports.","url":"https://docs.vismasoftware.no/onestopreporting/administration/drilldown/example-change-drilldown-layout/","link":"/onestopreporting/administration/drilldown/example-change-drilldown-layout/"}]}