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Finance | Project Operations, Human Resources, ...
Suggested Answer

Drill through reports

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Posted on by 471

Hi people,

I have a drill through reports requirement to build a summary report and when clicked on the amount column, it should take me to another report which should show the transactions against that amount.

I did some research and almost all the articles talk about drill through which have a scenario of reports having hyperlinks columns when clicked on them will take the user to respective form. For example, when a customer account is clicked on a report, it will take the user to customers form against that value.

So, if there any good articles that I could go through to achieve my requirement, please share it. If there any guidance provided that would be of great help and appreciated.

Thanks.

Verma.

I have the same question (0)
  • Suggested answer
    Mohit Rampal Profile Picture
    12,565 Moderator on at
    RE: Drill through reports

    Hi Verma, You can refer to this thread and article.. hope it helps

    community.dynamics.com/.../is-it-possible-to-make-drill-down-and-drill-through-report-in-d365fo

    www.tech.alirazazaidi.com/.../

  • Suggested answer
    GirishS Profile Picture
    27,827 Moderator on at
    RE: Drill through reports

    Hi Verma,

    Try enabling "Report Drill through links" from feature management and check.

    Thanks,

    Girish S.

  • VermaMC Profile Picture
    471 on at
    RE: Drill through reports

    Thanks, Mohit. I have already gone through these links and in both of them, they deal with drill through from report to form.

    The features are already enabled and I am able to use drill throughs in other standard reports.

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