Drilldown layout

You can customize the default drilldown view to display fields of your choice and in the order of your preference.

NOTE: You need the Can customize drilldown layout permission to customize the drilldown view.

NOTE: The 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.

Icon	Description
	Dimensions: These are dimensions from the ERP system, such as General Ledger, Sales, etc.
	Fields: These are fields from the selected dimension, such as Account, Account Name, Status, etc.
	Amounts

Customize the drilldown layout

1. Click Drilldown layout.

2. (If you have access to more than one company) From the Select company menu, select the company you want to edit the drilldown for.

3. Under Select dimension, 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 General Ledger folder.

4. Under the module folder, select a dimension, such as General Ledger Transactions. Now, two new panes open:

   • Available fields: These are the fields you can select to include in your custom drilldown.
   • Drilldown layout: Here you perform the editing of the drilldown view. NOTE: Use default is the default drilldown layout provided by OneStop Reporting.

5. To start customizing the drilldown view, click the Customize button. NOTE: When you click the button, you will see a new field in the Drilldown layout list; Field being drilled down. 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.

6. Edit the drilldown as you want:

   • To add fields to the drilldown; under Available fields, open a fields folder, such as Account, and click Add.
   • To remove a field from the drilldown; under Drilldown layout, click Remove.
   • To change the order of the fields; under Drilldown layout, drag and drop the fields.

7. Click Save.

Revert to default drilldown layout

1. Click Drilldown layout.
2. (If applicable) From the Select company menu, select the company you want to edit the drilldown for.
3. Under Select dimension, select the module for which you want to edit the drilldown view.
4. Under the module folder, select a dimension. NOTE: The customized drilldown dimension is marked with (customized).
5. Under Drilldown layout, click Use default.
6. Click Save. The drilldown layout is changed back to the default layout.