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Drill down on balances in SA General Ledger - Transactional Balances Real Time

edited Mar 17, 2026 10:30PM in Reporting and Analytics for ERP

Summary:

We have created a an OTBI analysis using SA General Ledger - Transactional Balances Real Time.

The purpose of the report is to show balances per natural account value.

The report includes columns Natural account segment value and description, Accounting Period Name and Beginning balance, period activity and year to date.

Users want to be able to drill down to see which journals constitute the amounts that make up the total balances.

In the documentation it is mentioned that you can achive drill down by combining General Ledger - Transactional Balances Real Time and

General Ledger - Journals Real Time.

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