{"title":"Drill-To","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/","link":"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/","description":"Use Drill-To to analyze underlying transactions across different data modules.","content":"\u003cp\u003e\u003cstrong\u003eDrill-To\u003c/strong\u003e is an advanced drilldown feature that allows users to drill down across multiple modules. For example, users can begin with a report showing values from the \u003cem\u003eGeneral Ledger\u003c/em\u003e, and then drill down to see the underlying values from the \u003cem\u003eAccounts Receivable\u003c/em\u003e sub-ledger.\u003c/p\u003e\n\u003cp\u003eTo use the \u003cem\u003eDrill-To\u003c/em\u003e feature, you must configure the \u003cem\u003eDrill-To Definition\u003c/em\u003e in the report template. \u003cem\u003eDrill-To Definitions\u003c/em\u003e must be created on the cell level, by selecting a cell that will be the common dimension between the two different modules. For instance, the shared dimension could be the \u003cem\u003eAccount\u003c/em\u003e number or the \u003cem\u003eVoucher\u003c/em\u003e number. When the \u003cem\u003eDrill-To\u003c/em\u003e feature is used, \u003cstrong\u003eReport Designer\u003c/strong\u003e will use the specified dimension to retrieve entries from the sub-ledger.\u003c/p\u003e\n\u003cp\u003eThe figure below shows the interfaces involved in configuring the \u003cstrong\u003eDrill-To\u003c/strong\u003e feature.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/img/en/word-image-2255-1.png\"\u003e\u003c/p\u003e\n\u003ctable\u003e\n  \u003cthead\u003e\n      \u003ctr\u003e\n          \u003cth\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eButton\u003c/strong\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eFunction\u003c/strong\u003e\u003c/th\u003e\n      \u003c/tr\u003e\n  \u003c/thead\u003e\n  \u003ctbody\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003e1\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eDrill-To tab\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eThis tab is only available when you have selected a cell.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003e2\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eUse default drilldown\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eSelect this checkbox to apply the default drilldown option. Deselect this checkbox to create a customized drill-to definition.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003e3\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eDrill-To item\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eA list of \u003cem\u003eDrill-To definitions\u003c/em\u003e applied to the specific cell is generated. You can edit or delete the definition by clicking on the appropriate buttons.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003e4\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eCreate\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eThis button will create a new \u003cem\u003eDrill-To\u003c/em\u003e definition and open the Drill-To Builder.\u003c/td\u003e\n      \u003c/tr\u003e\n  \u003c/tbody\u003e\n\u003c/table\u003e\n\u003cp\u003eYou can configure the \u003cem\u003eDrill-To Definition\u003c/em\u003e through the \u003cstrong\u003eDrill-To Builder\u003c/strong\u003e. The configuration is required so that \u003cstrong\u003eReport Designer\u003c/strong\u003e is able to filter through to the proper sub-ledger using parameters or drill source dimensions.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/img/en/word-image-2255-2.png\"\u003e \u003cem\u003eFigure: Drill-To Builder dialog box\u003c/em\u003e\u003c/p\u003e\n\u003ctable\u003e\n  \u003cthead\u003e\n      \u003ctr\u003e\n          \u003cth\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eInterface Name\u003c/strong\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eFunction\u003c/strong\u003e\u003c/th\u003e\n      \u003c/tr\u003e\n  \u003c/thead\u003e\n  \u003ctbody\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003e1\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eName\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eCreate a descriptive name so you can easily identify the \u003cem\u003eDrill-To Definition\u003c/em\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003e2\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eSearch\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eSearch for data items in your ERP system.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003e3\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eModule list\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eIn this section, the selection of \u003cem\u003eModules\u003c/em\u003e is displayed. From the list of \u003cem\u003eModules\u003c/em\u003e, drag dimensions into the \u003cem\u003eDrill-To\u003c/em\u003e details and filters section to configure the \u003cem\u003eDrill-To Definition\u003c/em\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003e4\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eDrill-To details\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eData items can be dragged into this section to create column headers in the resulting \u003cem\u003eDrill-To\u003c/em\u003e worksheet. The column headers can be reordered by dragging the header title. Moreover, the data item can be removed by clicking on the header title once.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003e5\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003e\u003cstrong\u003eDrill-To filters\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eData items can be dragged into the filters section so that the \u003cem\u003eDrill-To Definition\u003c/em\u003e can be configured to filter to the correct detailed transactions.\u003c/td\u003e\n      \u003c/tr\u003e\n  \u003c/tbody\u003e\n\u003c/table\u003e\n\u003cp\u003eWhen using the \u003cstrong\u003eLookup\u003c/strong\u003e button in the \u003cem\u003eDrill-To\u003c/em\u003e filters, you have these options:\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/img/en/word-image-2255-3.png\"\u003e \u003cem\u003eFigure: Drill-To Lookup dialog box\u003c/em\u003e\u003c/p\u003e\n\u003ctable\u003e\n  \u003cthead\u003e\n      \u003ctr\u003e\n          \u003cth\u003e\u003cstrong\u003eTab\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\u003cstrong\u003eList\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eOn this tab, you can select a filter based on a constant value.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003eParameter\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eOn this tab, you can select a filter based on a parameter from the report definition.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cstrong\u003eDrill-To\u003c/strong\u003e\u003c/td\u003e\n          \u003ctd\u003eOn this tab, you can select a filter based on the attribute context of the \u003cem\u003eDrill-To\u003c/em\u003e originating cell. The available fields on this tab are based on the dimensions and attributes that are used in the particular row or column in the report definition.\u003c/td\u003e\n      \u003c/tr\u003e\n  \u003c/tbody\u003e\n\u003c/table\u003e\n","children":[{"title":"Configure a Drill-To definition","description":"Configure Drill-To to link summary values to detailed transactions in underlying modules.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/","link":"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/"},{"title":"Drill-To Definitions","description":"Reuse and manage Drill-To definitions for efficient data analysis across reports.","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/drill-to-definitions/","link":"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/drill-to-definitions/"}]}