Drill Down in Ledgers and Schedules
Last modified on 2023-11-07
This article contains the following sections:
Executing a Drill Down
To execute a drill down for an item or account:
- Right-click the desired item or account and choose Drill down from the context menu.
- Choose the desired drill down.
Context menu for the drill down for an item
Result of the drill down for an item by partners
Drill Downs for Accounts and Items
Depending on the element, the following drill downs are available:
Drill Down
Description
By items (only for items)
This is the default drill down for items. All sub-items are displayed.
By organization elements
This is the default drill down for accounts. The drill down by organization elements is displayed. The display depends on which organization element is selected in the dimension bar.
By adjustment levels
The drill down by adjustment levels is displayed. This drill down is only available if an adjustment level group is selected in the dimension bar.
By partners
The drill down by partners is displayed. This displays all partners for which postings have been made under the item.
The drill down by partners is only available if at least one user-defined partner has been defined.