Drill Down to Detailed Account Balances

Reporting Intelligence allows drilling down from an amount in a spreadsheet to see which account balances make up the value. The drill down results appear in a single panel, tabbed panel, or worksheet, and, exclude zero balance accounts based on the option in the user's Configure Settings.

Select a cell containing a GXL formula, then, from the Reporting Intelligence Ribbon, select Drill Down, or, right-click and select Reporting Intelligence > Drill Down. The Account Balances drill down appears, showing the balance of each individual account.

Tip: Drill down results may also be pushed directly to a panel or worksheet by selecting the Reporting Intelligence Ribbon equivalent.