Drill Down for Detail on a Report

For some fields, you can drill down on a report to display more information about a value on the report. Vantagepoint displays the related detail in a separate window.

Report data from which you can drill down is identified by bright blue text. In many cases, you can drill down on the following:

  • Record Numbers or Names: Vantagepoint displays additional information from that record. For example, if you drill down on a project number, Vantagepoint displays related information about the project.
  • Numeric data: Vantagepoint displays the supporting detail for the report amount.
Some reports also contain data with associated supporting documents. When you drill down on a transaction (or data) that has documents associated with it, click the document icon to view the supporting documentation in the application that you use to view PDF files, rather than the standard Preview window. Report examples include:
  • AP Posting Log
  • Expense Detail
  • Project Summary
  • Expense Summary
  • Office Earnings

Keep in mind that you cannot drill down from reports that you download to files and display in other applications.