With most Financial Reports and all Custom Financial Reports, Users have the ability to click any number within the report to drill-down into the number. Drill-downs open the GL Account Detail Report in a new tab.


The GL Account Detail will run with the system default Report Parameters. When Users set customized default parameters, the GL Account Detail Report will run with the parameters set by the User.






Customized Default GL Account Drill-Downs


To customize the Default GL Account Report Parameters, follow these steps:

1. Customize the GL Account Detail Report by selecting the 'Customize' option for the GL Account Detail Report.




2. Adjust the GL Account Detail Report Parameters as necessary. 




3. After customizing the Report Parameters, check the 'Default' Checkbox.




4. Click the 'Save' iconto save the Default settings.




When Default GL Account Detail Report Parameters are set and saved, drill-downs will run with these Default Report Parameters.