Drill down from Crystal Reports and Dashboard

Acctivate offers drill-down capabilities from Crystal Reports® windows for reports and the dashboard to related Acctivate windows.  Simply double-click on a data field that represents a window in Acctivate, such as Product ID, Customer, Order Number, etc.

The above example shows the InvoiceDetail.ProductID field on the Product by Customer (Detail) report.  Double-clicking on the Product ID will display the Product Information window for product C10.

NOTE: Only certain data fields are available for drill-down.  Formula fields and Group Name fields are not supported. Keep this in mind when creating custom reports.

The following lists of data fields are supported:

Report Data Field Window Opened
CustomerID, CustID, FullName Customer Information
OrderNumber Sales Order
PONumber Purchase Order
Invoice Number Invoice
Issue ID, Activity ID Business Activity
Shipment Number Shipment

Posted in Reports - Last modified on September 16, 2015Cassandra Creasy
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