> Arrange information / Drill down reports / Drill down action (details)

Drill down action (details)

To display the drill down action for an item in the report, select Drill Down from the Properties pane, then click the finder button .

Settings tab

Set When this element is clicked to specify the action that will take place when the drill down element is clicked in Preview mode. The Settings tab displays different options depending on document type you select.

Open a report

Field name	Description
Open a fixed report file	Use this option to open a specific report. Click Browse to select the report you want to open. You can control the records that appear in the newly opened report by passing criteria, which are entered on the Advanced tab.
Open the report file defined by the expression	Use this option if there is a choice of report to display that depends on certain conditions. Click Edit to enter an expression that defines the report file name based on any condition. For example: TABLE.FIELD = "value" ? "path_to_report_if_true" : "path_to_report_if_false" You can control the records that appear in the newly opened report by passing criteria, which are entered on the Advanced tab.

Field name

Description

Open a fixed report file

Use this option to open a specific report.

Click Browse to select the report you want to open.

You can control the records that appear in the newly opened report by passing criteria, which are entered on the Advanced tab.

Open the report file defined by the expression

Use this option if there is a choice of report to display that depends on certain conditions.

Click Edit to enter an expression that defines the report file name based on any condition. For example:

TABLE.FIELD = "value" ?
"path_to_report_if_true" :
"path_to_report_if_false"

You can control the records that appear in the newly opened report by passing criteria, which are entered on the Advanced tab.

Open a web page

Field name	Description
Go to a fixed web address	Use this option to link your report to a website or document. Enter the website's address (URL). For example, www.sage.com. To link a document, enter the location and file name of the document. For example, C:\Documents\Another document.pdf. Tip: As you enter the information, a list of addresses will be displayed based on your browser history. You can control the records that appear in the newly opened report by passing criteria, which are entered on the Advanced tab.
Go to a web address taken from the report data	Use this option if there is a choice of document or website to display and this depends on certain conditions. Click Edit to enter an expression that defines the report file name based on any condition. For example: TABLE.FIELD = "value" ? "http://www.address_if_true.com" : "http://www.address_if_false.com" You can control the records that appear in the newly opened report by passing criteria, which are entered on the Advanced tab.

Field name

Description

Go to a fixed web address

Use this option to link your report to a website or document.

Enter the website's address (URL). For example, www.sage.com. To link a document, enter the location and file name of the document. For example, C:\Documents\Another document.pdf.

Tip: As you enter the information, a list of addresses will be displayed based on your browser history.

You can control the records that appear in the newly opened report by passing criteria, which are entered on the Advanced tab.

Go to a web address taken from the report data

Use this option if there is a choice of document or website to display and this depends on certain conditions.

Click Edit to enter an expression that defines the report file name based on any condition. For example:

TABLE.FIELD = "value" ?
"http://www.address_if_true.com" :
"http://www.address_if_false.com"

You can control the records that appear in the newly opened report by passing criteria, which are entered on the Advanced tab.

Advanced tab

Field name	Description
Advanced	Use this tab to enter criteria for the drill down report. You can control which records are displayed in the report; for example, display a single record which relates to the customer or employee you have clicked. To add criteria enter the name of the value you want to specify (which should match the name of a criterion in the target report) and click Add. Enter an expression which gives the criterion value. Examples Sage 50 Accounts To display a related customer report showing only a single customer you would enter two criteria: Name 1: CRITERIA.CUSTOMER_REF_FROM Value 1: SALES_LEDGER.ACCOUNT_REF Name 2: CRITERIA.CUSTOMER_REF_TO Value 2: SALES_LEDGER.ACCOUNT_REF Sage 50 HR vw.report.employment.EmploymentWorksNumber

Field name

Description

Advanced

Use this tab to enter criteria for the drill down report.

You can control which records are displayed in the report; for example, display a single record which relates to the customer or employee you have clicked.

To add criteria enter the name of the value you want to specify (which should match the name of a criterion in the target report) and click Add. Enter an expression which gives the criterion value.

Examples

Go to top