Drill down fields

hetterly

12-03-2020

Hi all. I am an accountant - I know its not the most exciting gig out there but numbers are exciting {lol}. Anyway I would like to share more info with the users. Right now we do up a financial statement, create a pdf out of it and send it to the user. If the user wants to know a bit more about a number they write me back and then I pull a report from the general ledger. I would like to have a database attached to the pdf so when the user double clicks on an amount it will bring up a nice formatted report that will show the typical info date, reference number, vendor and amount. The total would agree to the report. Sage has a few products that this can be done. Does anyone know of a data base / pdf summary that could work?  

A specific example might be the typical Revenue and expenses report under expenses the first line is typically advertising - so if it was $15,520; I want the user to click on the amount and it would say Facebook $8,020; Google 7,000; and a client promo of $500. Then they would close the report and go on to the next number that they wonder about. 

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