How to drill down into values to view deeper level data

Sage Intelligence provides you with the ability to drill down to view the detail of the data being returned by a formula.  Follow the steps below to learn how to drill down into account balance and General Ledge transaction level details.

Applies to:

Sage 100 ERP Intelligence Reporting
Sage 300 ERP Intelligence Reporting
Sage 500 ERP Intelligence Reporting

To drill down on a value to the account balance details, right-click and select Drill Down.











A new worksheet will be created in the Microsoft® Excel® workbook, with the account balance details of the data.









To drill down further to the General Ledger transaction level, right-click on the cell which contains the value you want to view more detail on, and select Drill Down again. Another new worksheet will be created with the General Ledger transaction details.