Opportunity Visualization Drill Down Reports Tab

Use the Drill Down Reports tab of the Opportunity Visualization Options dialog box to select up to five reports to which you want to drill down from the visualization map.

When you right-click in a block on the visualization map, the shortcut menu displays these reports as menu options. When you click the report, Vision displays a drill-down version of that report in a separate window.

Report Options

When you select a type of drill-down report, you must also select a set of saved options for that report. When you create that set of options, make sure they are compatible with the options you select for the visualization map from which you will be drilling down. Vision filters the report based on the block from which you drill down, but it is up to you to specify the appropriate report options. If you use the Multicurrency feature, for example, select the same presentation currency for the drill-down report as you do for the visualization map.

The name of the saved set of options is also the default name that Vision displays on the shortcut menu in the Visualization window. However, you can change that name in Menu Name on the Drill Down Reports tab.

Contents

Field	Description
Report Type	Select the type of opportunity report to which you want to drill down.
Options	Select the set of saved report options you want Vision to use when it displays the drill-down report. To create a saved set of options, go to the Reporting form for that report (Reporting > Opportunity, for example), select the report in the Reports grid, and add the saved set.
Menu Name	Enter the name that you want Vision to display for the drill-down report on the shortcut menu in the Visualization window. The name of the saved set of options is the default name, but you can change it.