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When creating drill-down reports you create the bottom
level report first. This means that the report is available in the Drill
Down Report selection list when defining the higher level report.
To create the top-level drill-down report:
From the Main
menu, select Reports.
The Reports screen appears. Select Create
New Report.
The Select Report Type screen appears. Select either
the Summary Report or the Tabular Report option button and click Next.
The Select the Report Columns - Step 2 of 5 (for Summary reports) or
Step 2 of 4 (for Tabular Reports) screen appears.
From the Data
Type column, select the data type you want to include in the report .
For a top level drill down report, select the data for which you want
to view details. For example, select business unit, total A/R and current
A/R so that you can drill down to exposure details for customers for a
certain business unit.
The Available Columns fills in with the columns for the type you select.
Note: For
a parent report, you must select data that can be graphed; that is, you
must select at least one column that is a measurement and another column
by which you can group this measurement. For example, dispute amount and
dispute reason, or business unit and total accounts receivable.
From the Available
Columns list, select a column and click the arrow pointing right.
The column appears in the selected columns list.
Note: To select
all fields from the Available Column list, select the double arrow pointing
to the right.
To add columns
for a different data type, select the data type from the Data Type list
and from the Available Column list, select a column and click on the arrow
pointing right. When you have
added all the columns for the report, click Next.
For summary reports, the Select the Information to Summarize - Step
3 of 5 screen appears. For tabular reports, proceed to step 10. If this is
a Summary report, select the summary type for the fields you want calculated.
For number fields you can select Sum, Average, Minimum, Maximum or Count.
For string and date fields you can select count. For any field, if you
want the data for the field to be listed without any calculation, do not
make a selection for the field. Click Next.
The Select the Report Criteria - Step 4 of 5 or Step 3 of 4 screen
appears.
Add filters
used to select the data for the report. Since this report drills down
to another report, you must define filters for the report. More See "About
Creating Drill Down Reports". To proceed
to the next screen, click next.
The Select the Chart Type - Step 5 of 5 or Step 4 of 4 screen appears.
Add a chart
to the report. A top-level drill down report must include a chart. More
Note: The chart
category is the field for which you want to see more details. The drill-down
report is accessed by clicking the category in the chart.
When you have
finished defining the chart, click Finish.
The Save - Run Report screen appears. In the Name
field, enter the name for the report. In the Category
list, select the category for the report. You can search for the report
using the category you enter. In the Title
field, enter the title that appears on the report when the report is generated.
The title identifies the type of data the report contains. To save the
report definition, click Save. This means that the report will be available
in the Drill Down Report drop-down list when you define the parent report. |
