Reporting: Expressions and Custom Drill-To

Reporting: Expressions and Custom Drill-To

How to define expressions and custom drill-to settings.

About this course

Jim Hummer of Solver Support explores two concepts that can be used independently.

Expressions allow report designers to define groupings, such as accounts, that can then be used as a filter in multiple report templates. Changes to an expression would then take effect in all report templates that use the expression.  This topic is introduced in the first lesson, then modifications are made toward the end of the Drill-To lesson.

Drill-To allows you to customize the fields that display when you drill-down in a completed report. 

Posted 9/19

Curriculum~ 10 minutes

  • Building Expressions in Report Designer
  • Define a custom Drill-To in Report Designer

About this course

Jim Hummer of Solver Support explores two concepts that can be used independently.

Expressions allow report designers to define groupings, such as accounts, that can then be used as a filter in multiple report templates. Changes to an expression would then take effect in all report templates that use the expression.  This topic is introduced in the first lesson, then modifications are made toward the end of the Drill-To lesson.

Drill-To allows you to customize the fields that display when you drill-down in a completed report. 

Posted 9/19

Curriculum~ 10 minutes

  • Building Expressions in Report Designer
  • Define a custom Drill-To in Report Designer