Report Designer - Drill Downs

A drill down is a link from a report that opens a web page, email, internet download or another report, layout, letter or label. Let's take a look.

Add a Drill Down

1. Select the document you want to amend, then click Edit.
2. Select the object you want to drill down.
3. From the Properties pane select Drill Down then click the finder button

   

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   TIP: If the Properties pane does not appear, click View then click Properties.
4. Choose from the following options:
   
   • None - No drill down specified
   • Open a report - Choose this if you want to drill down to a report
   • Open a web page - Choose this option if you want to drill down to a web page or an email address
5. Depending on the option selected in the previous step the Settings tab displays the following options:
   

   Open a report

   Open a fixed report file	Use this option to drill down to an existing report. To add the path to the Settings tab, click the Browse button and browse to the required report, select the report and click Open.
   Open the report file defined by the expression	Use this option to create an expression to identify the report to be opened. This option lets you drill to different reports, depending on the information entered. E.g. on a customer report, you can drill to a report specific to that customer's department.

   Open a report

   Go to a fixed web address

   Select this option to drill down to a fixed web page, then in the text box, enter the URL, e.g. http://www.sage.com You can also use this option to enter a fixed email address as a link. When entering the email address, add mailto: at the beginning, e.g. mailto:[email protected].

   Go to a web address taken from the report data

   Select this option to drill down to a value from the report data. Click Edit and the Expression containing URL to launch window appears. From the list of tables and variables in the Fields pane, locate the variable you require, for example, SALES_LEDGER.WEB_ADDRESS, click and drag the variable to the left-hand pane then click OK.  TIP: Also use this option to enter an email address from the report data as a link. Enter the email address using the format "mailto:"+Table.Variable, for example, "mailto:"+COMPANY.EMAIL.

6. Click OK.
7. On the menu bar click File, click Save As.
8. Enter a new file name then click Save.
9. On the menu bar click File, then click Exit.

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