Drill down to transactional information
You can view transactional level information for a report by drilling down through any applicable report. You do not need access to the applications that generated the transactions. A few examples of reports that enable drill-down include financial reports and graphs, general ledger reports, some custom reports, and some dashboards.
You can select any link to drill down to the details. In some reports you can drill down into the majority of the items.
For information on terms that may differ in your location, see Terminology across locales.
Depending on your company applications and setup, you can drill-down to view the following information:
- journal entries
- multi-currency journal entries
- statistical journal entries
- adjustment journal entries
- multi-currency adjusting entries
- compliance adjustment entries
- tax adjustment entries
- multi-currency compliance adjustment entries
- multi-currency tax adjustment entries
- revenue recognition schedules
- adjust account
- AP purchase invoices
- adjustments
- manual cheques
- recurring AP purchase invoices
- posted payments
- posted advances
- adjust account
- AR sales invoices
- adjustments
- recurring AR sales invoices
- quick deposits
- posted payments
- posted advances
- expense adjustments
- posted reimbursements
- posted advances
- expense summaries
- invoices
- staff timesheets
order entry transactions
purchasing transactions
- build kits
- disassemble kits
- inventory transactions
- credit card transactions
- fund transfers
- deposits
- bank register
- deposit register
- other receipts
- customers
- suppliers
- employees
- items
- contacts
- history