Drilling Into Report Data

When reports are sent to your hold file, you can view the reports through the system. In addition, you can drill into the information online if the information is on an order. You can view specific orders details or edit information, if needed.

For example, you run the Product Backorder Report. The system alerts you that the report is complete and your view the report through your hold file. You notice a specific product on the report that you want to know who it is going to. You can view the purchase order and all associated information.

To drill into a report:

1. Run the report.

2. View the report in your hold file.

3. If you want to view information, use the View Detail hot key.

When the order opens, notice the "View Only" message.

4. If you want to edit information, use the Edit Detail hot key.

5. Press Esc to return to the report.

6. Press Esc to return to your hold files.

See Also:

Working with Spooled Reports

Forwarding Reports

Downloading Reports