Drilldown and voucher view
Perform the following actions in a report received in the Archive module, a run report template in Reporting, a run budget template in Budgeting or assignments;
- Right-click the cell where you want to drill down.
- In the Choose drilldown menu, select the drilldown item. If a voucher is linked to the transaction, there will be a column with a hyperlink to the attachment. It may not always be possible to view the actual voucher; the display of vouchers can vary between ERP systems and depends on the format of the voucher in the ERP system.
- Click the link to open.
You can download the drilldown result to Excel by clicking the Export to Excel button.
It is not possible to drill down on all cells. For instance, a cell with formulas will not support drill down.
NOTE: Permission must be set to on for the user.