GL Account Drill-Downs

With most Financial Reports and all Custom Financial Reports, Users have the ability to click any number within the report to drill-down into the number. Drill-downs open the GL Account Detail Report in a new tab.

The GL Account Detail will run with the system default Report Parameters. When Users set customized default parameters, the GL Account Detail Report will run with the parameters set by the User.

Customized Default GL Account Drill-Downs

To customize the Default GL Account report parameters, follow these steps:

	In the Financial tab of the My Reports page, locate the GL Account Detail report and select Customize.
	Adjust the report parameters as needed.
	In the View options section of the report parameters window, select the Default checkbox.
	Select Save. When Default GL Account Detail Report Parameters are set and saved, drill-downs will run with these Default Report Parameters.