How to Drill Down in the Cost Report Worksheet

Drill Down hyperlinks from the account in the Worksheet to the source transaction to help explain where the cost is coming from.

1) From the Left Panel, navigate to Reports > Cost Reporting

2) In Report Options, select the applicable report filters and click Build Worksheet

3) From the Worksheet, click the detail line to turn it yellow. Click "Drill Down", in red

4) Drill Down for the Account will display at bottom of the Worksheet. Click the "View" hyperlink in blue to see the source transaction

5) A separate tab will open for the transaction

Protip: From Other Actions, you can Enable Distribution Changes and make updates to coding if needed. Close the tab to go back to the Worksheet and continue your research.

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