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Custom Formats

Drill-down in custom formats

In Practice CS, drill-down can be manually enabled or disabled on selected fields on reports in the
Setup
,
Custom Formats
 screen.
Drill-down will automatically evaluate the formula for the field you are drilling down on and filter the drill-down report for that amount. It's done through the Properties Pane on textbox, which can be updated using multiple select to change common properties on all selected textboxes.
There are 6 main report layouts that have no drill-down capabilities:
  • Billed Tax Summary
  • Collection Summary
  • Period Reconciliation
  • Staff Assigned Summary
  • Staff Schedule Summary
  • Staff Benefits Summary
These 3 sub-report layouts have no drill-down capabilities:
  • Invoice Journal sub-report
  • Staff Billing Rates sub-report
  • Staff Benefits Summary sub-report
These reports drill-down to other reports:
  • Accounts Receivable Summary to Accounts Receivable Ledger
  • Billing Analysis to Time & Expense Listing
    • The Time & Expense Listing shows total units closed unless a Billed or Adjusted amount formula/column is clicked
  • Production Analysis to Time & Expense Listing
    • The Time & Expense Listing shows total units unless a Billable, Non-billable, or Admin units formula/column is clicked
    • Timesheet Exception report has same drill-down options
  • Staff Capacity Analysis to Staff Schedule Summary
    • The Staff Schedule Summary shows the date range formula/column that is clicked
    • The default is column 1 for unrecognized formulas
  • Staff Target Summary to Time & Expense Listing
    • The Time & Expense Listing shows Billable time
  • WIP Summary to Time & Expense Listing
    • The Time & Expense Listing shows Billable units

This article applies to:

  • Product: Practice CS