About program-wide drill-down into report information

Sage 100 Contractor provides over 1,200 in-product reports that can help you to analyze your business from many different perspectives. In addition, most reports enable you to “drill down” from the values presented on the report to the underlying information.

To drill down into report information:

1. Open a record window (3-5 Jobs (Accounts Receivable), and select a record (for example, 186).
2. Click the Print records button.
3. Select a report, and then click the Preview report on screen button.
4. The report appears in “print preview” mode.

If there is drillable information on that page of the report, your pointer resembles a magnifying glass. When you move the pointer over values on the report, if the lens displays a red circle, you can drill down from that value to the underlying information.

Examples of Drilling Down into Report Information

• Drilling down into rows. A single click on the information reveals whether you are drilling to information contained in a row (notice the arrows at each end of the row) or an individual field. In this case, the first line contains a drillable row in addition to two drillable fields, Job# and Current Retention.

  Job#	Description	Current + Retention
  186	Williams Post Office	149,696.25
  201	Trappen Motel	156,053.48
  207	Wood Elementary School

  Double-clicking the row drills down to the job record 186.Williams Post Office in the 3-5 Jobs (Accounts Receivable) window.

• Drilling down into fields. Drillable information contained in a single field is depicted differently. In a drillable field, you see arrows at each end of the field. Double-clicking the field opens a grid window that shows the details of the value, as shown in the 31—Job Current Aging~Current + Retention window.

  Notice that the grid window displays the value in addition to the values that have been added together to create the drillable field value. At the bottom left corner of the grid window is a Drill Down button. By selecting a grid cell in the A/R Invoices Balance column (9,569.34) and clicking Drill Down, you can drill to the invoice.

  From that invoice, you can continue to drill down to information through other reports. In addition, the status bar below the grid displays the selection criteria of the cell when the query selection criteria contains a “Where” clause.

  This information can help you understand why certain information is in a grid and (equally as important) why certain information is not in the grid. For example, if you are expecting to see an important invoice on a grid but it’s not showing up, the information in the status bar can show information revealing that the invoice has incorrect status. This allows you to locate the invoice and correct its status.

Basic Rules for Drilling Down into Reports

• To be drillable, a row or field must have a “non-zero” value.
• Only fields that are located in a detail section of a report may be drillable. Fields on the form design portion of the report are not drillable. Headings, totals, and no print fields are not drillable.
• Screen review of grid printing is not drillable.
• To be drillable, fields must be placed in a “Group,” “Detail,” or “Subtotal” row type.

Notes about reports

• If there is no Modify Report button on the report, you may be able to drill down into a sub-report, then to a record, and then subsequent reports or records.
• When viewing a report, if there is no magnifying glass cursor on that page, then there are no drillable rows or fields on that page. For example, the first page of a report may contain design elements and no data, which are not drillable. The second page may contain drillable data.
• If your cursor becomes an hourglass when closing a report, be aware that long reports containing a hundred or more pages can take a few seconds to close. 
• Running large reports can take several minutes. You can disable drilling down from any Report Printing window for that instance by choosing Options > Disable print preview drill down to speed up running the report.