The new drill-down feature is easy to use and applicable throughout the entire report. To use the new feature there are several requirements:
- You must run your report in HTML format
- You can only use the drill down feature for sections that have a total. If the total of a section is zero, that indicates that there was no information keyed in for that section.
After viewing your report in HTML format all that you need to do is press within the total to expand the section out. Depending on the section you expand you will see a variety of information. (e.g., if expanding service information, you will see the client name and service(s) applied).