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How to drill into a report in Excel

Drill down in Excel is disabled by default and will need to be enabled to be used

Alex Finn avatar
Written by Alex Finn
Updated over a week ago

How to drill into your reports in Excel:

  1. Open LiveFlow

  2. Select either Create Report or Manage report if you would like to enable for a report that has already been created

  3. Select the “Enable Drill Down Box”

  4. Create Report or Update Report

  5. You can now see all the underlying transactions become blue

  6. Open the Drill Down option from the menu

  7. Use the arrow keys to navigate your transactions and see the details in the LiveFlow box

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