Which fields have drill-down capability?

You can use the drill-down capability in Connect to view the detail that makes up an amount that prints on a report.

The drill-down capability means that you can view different levels of detail using the same report. It also means that you and other users have more flexibility in the way you use the report.

Not all of the columns in a report allow you to use the drill-down capability. You can tell if the drill-down capability is available by checking the column's properties. If the drill-down capability is available, the Drill-down field will display the type of information that will be displayed when you use the drill-down capability.

Contents

Which fields have drill-down capability?
1. Watch a video
1. Finding out if a column has the drill-down capability

Watch a video

Using drill-down capability on reports to show more information. Click this link and then go to time marker 1h24m23s (example 1) and 1h26m46s (example 2).

Updated 12Sep2018

Finding out if a column has the drill-down capability

1. Open a report.

2. Click to select the Columns tab.

3. Use the Section menu to select the report section that will contain the new report line.

4. Click to select a column.

The column properties display on the Column subtab.

5. Find the field titled Drill-down.

If the column can use the drill-down capability, the Drill-down field is available and you will be able to view the drill-down destination.

However, if the column does not use the drill-down capability, that means the Drill-down field is not available and the Drill-down field will look like this...