How do I drill down within Crystal Reports?

Information on drilling down on field within reports and dashboards to gain more detail within Acctivate.

Acctivate offers drill-down capabilities from Crystal Reports® windows for reports and the dashboard to related Acctivate windows.  Simply double-click on a data field that represents a window in Acctivate, such as Product ID, Customer, Order Number, etc.

The above example shows the InvoiceDetail.ProductID field on the Product by Customer (Detail) report.  Double-clicking on the Product ID will display the Product Information window for product C10.

NOTE: Only certain data fields are available for drill-down.  Formula fields and Group Name fields are not supported. Keep this in mind when creating custom reports.

The following lists of data fields are supported:

  • CustomerID
  • CustID
  • FullName
  • OrderNumber
  • PONumber
  • Invoice Number
  • Issue ID
  • Activity ID
  • Shipment Number