Specifying the drill down method for cells

For any value in the financial statements, including DIY content, you can double-click on the cell containing the value to drill down and display the supporting detail. Two drill down options are available:

  • Open the CaseView Calculation Explorer to show the calculation used to derive the value.
  • Show a filtered trial balance that displays the accounts that make up the value of the cell.

Procedure

  1. Open the Financial statements document and select the Global Setup tab

  2. From the (Drill down) drop-down, select one of the following viewing options:

    Option Description
    Calculation explorer Open the CaseView Calculation Explorer.
    Filtered trial balance Show the filtered trial balance.

Results

The specified drill down behavior is implemented.