We can shift between summary and detail versions of a report by clicking the navigation links available next to report titles.
- In a summary report, click View Detail to shift to the detail report.
- In a detailed report, click View Summary to shift to the summary report.
In addition, when viewing a standard or ad-hoc report, click on the entity names, transaction names, or amounts to drill down to records, transactions, or detail reports.
For example, when viewing the Sales by Customer Summary report, click the customer name to drill down to the customer record. Also, click sales amounts to drill down to the Sales by Customer Detail report filtered to show only transactions related to that amount. When the Detail report opens, click the transaction type, number, or amount to view the transaction record.
For most reports, the following drill-downs are supported for field-level links:
| When click… | Drill down to… |
| Entity Name | Entity Record |
| Items | Item Record |
| Accounts | Account Record |
| Account Amounts | Account Detail Report filtered to only transactions related to that amount. |
| Transaction Amounts | Transaction Record or Detail report |