How to Drill Through to Template Data?

How to Drill Through to Template Data?

To drill through a Dynamic Report to display template data, complete the following steps:

1. Click Reports and open a Dynamic Report.

2. Double-click on a cell within the Dynamic Report. Another screen appears. The properties of the cell are displayed in the header portion. Data is displayed for the intersection.

3. The related data for the cell is displayed. Click the Settings icon to select columns to show or hide. Additionally, you can show/hide columns in Operational and Capital Planning where the data will be aggregated based on segment/dimension combinations.

   

4. Optionally, export the data to Excel by selecting Output > Export to Excel. Filter the data and select the double up or down arrows to display header details.

   If you want to view the source template, you can click on the hyperlink available in the Doc Ref column of any record in the report to open the corresponding source document template. The Source template opens in a new browser window. The user security for the budget entity and the navigation access permissions to the template are honored while opening the template.