---
title: "Configure a Drill-To definition"
description: "Configure Drill-To to link summary values to detailed transactions in underlying modules."
lang: en
languages:
  en: https://docs.vismasoftware.no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/index.md
  no: https://docs.vismasoftware.no/no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/index.md
lastmod: 2026-07-21
---

> Documentation index: https://docs.vismasoftware.no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/llms.txt


# Configure a Drill-To definition

Last modified July 21, 2026

> Configure Drill-To to link summary values to detailed transactions in underlying modules.


In this section, a simple *Drill-To Definition* will be created that allows users to run a P&L statement and drill to the HR sub-ledger. In the HR sub-ledger, there are details of the employee salaries. However, in the simple P&L statement, only a summary value exists.

Begin with a simple P&L statement as shown in the figure below. The *Drill-To Definition* will be created in cell E12 and will be configured to drill to the HR sub-ledger.

![](https://docs.vismasoftware.no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-1.png)

Follow these steps to configure this *Drill-To Definition*:

1\. Click on the cell that corresponds to the Amount field for the Expenses section.

2\. In the **Layout Editor**, on the **Drill-To** tab, click the **Create** button ![](https://docs.vismasoftware.no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-2.png) to create a new definition*.*

![](https://docs.vismasoftware.no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-3.png)

The **Drill-To Builder** dialog box opens.

3\. In the **Name** field, enter GL to HR Drill.

4\. In the Module list, open the *Payroll* sub-ledger.

5\. From the *Payroll* sub-ledger, drag the dimensions you want to display in the Drill-To report into the **Drill-To details** area*.*

![](https://docs.vismasoftware.no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-4.png)

Next, you must configure the filters used to drill to the values in the sub-ledger. These filters are crucial for setting up the correct *Drill-To Definition*. The dimensions used in the original report template can be used so that data from unrelated dimension codes can be filtered out.

![](https://docs.vismasoftware.no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-5.png)

For this particular example, the *Account* and *Period* filters reference the drill source account and periods. This means that the **Report Designer** will reference the dimension code found in the particular row or column when the *Drill-To* feature is used.

The *Category* dimension uses a static filter, whereas the *Department, Entity,* and *Scenario* filters use the parameters from the report definition.

The *Drill-To Definition* has now been configured and the report is ready to be run.

## Use the Drill-To option in an executed report

1. Right-click on cell E15.
2. In the right-click menu, click the **OneStop Reporting \> Drill-To** menu option.

![](https://docs.vismasoftware.no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-6.png) *Figure: Generated report with the OSR Drill-To right-click option*

The Drill-To result creates a new sheet and displays values based on the Drill-To details and filters that were configured in the above steps.

![](https://docs.vismasoftware.no/onestopreporting/create-templates/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-7.png) *Figure: Drill-To sheet in an executed report*


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