/onestopreporting/help/administration/drilldown section 2026-01-16T14:27:01+01:00 # 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. > [!TIP] > 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. /onestopreporting/help/administration/drilldown/example-change-drilldown-layout page 2026-01-16T14:27:01+01:00 # Example: Change drilldown layout In this example, we have a default drilldown view as shown in Figure 1. In the figure, you can see how the default setup looks in the **Drilldown layout** editor, and in the drilldown view from a run report. As you can see, the order of the columns matches the order in the **Drilldown layout** section. > [!NOTE] > The modules, dimensions, and fields may have different names in your ERP system.  *Figure 1 Default drilldown view* We want to make the following changes to the drilldown layout for reports based on General Ledger Transactions: - Remove the **Region** field. - Move the **Net Amount** after **Description**. - Add **Status** field. We then take the following steps: 1. Click **Drilldown layout.** 2. Under **Select dimension**, click **General Ledger** folder, then click **General Ledger Transactions**. **NOTE:** The module, dimensions, and fields may have different names in your ERP system. 3. Under **Drilldown layout**, click **Customize**.  4\. Under **Drilldown layout**, next to **Region**, click  **Remove** to remove the **Region** column from the layout.  5\. Under **Drilldown layout**, move **Net Amount** after **Description**.  6\. Under **Available fields**, open the **Account** folder and next to **Status**, click **** **Add.** The **Status** column is added to the drilldown layout.  7\. Click **Save**. If we now run a report in **Reporting**, such as a Profit and Loss report, and drill down, we can see the following effects of the customizing in the figure below: - the **Region** column is removed - the **Net Amount** column is moved - a **Status** column is added.  *Drilldown before customizing*  *Drilldown after customizing*