Drill down reports

Introduction

A drill down report is a report that is linked to other information. They are a great way to give access to additional information so that you and others have all the information to hand.

When you click a drill down area in a report, the linked information is displayed in a separate window.

Tip: Drill down areas are highlighted in the report as links (blue and underlined) in Preview mode only. When you hover over the link, the pointer icon will change to a hand. The link formatting is not displayed when the report is printed.

Many of the standard reports delivered with Herb software can be easily linked together using the drill down feature. This means you don't have to write these reports from scratch.

You can

Get a report to open another report in order to view a breakdown of the figures for a given value.

Report Designer passes information from one report to another using criteria. To control the information that is displayed you will need to set criteria for the information that will be passed from the destination report. This is quite different to setting criteria for the source report.
Open others documents such as a web page or PDF document.

Add a drill down

To add a drill down area to a report:

Select the item on the report that you want to be a drill down.
From Properties pane, select Drill Down then click the finder button .
The Drill down action window appears.

See Drill down action (details)

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