Use Report Drilldown Behavior

Open a report row with supporting detail when SPRK exposes drilldown, then review the underlying journal entries without changing the original posting.

Purpose

Use this workflow when you want to move from a report total or account row into the supporting journal-entry detail behind that amount.

Prerequisites

You are on the Reports page.
The report you are using has been run for the date or period you want to inspect.
The row you want to inspect has a non-zero amount and supports drilldown.

Steps

Open Reports.
Run a statement report such as Income Statement or Balance Sheet.
Review the report rows and locate the account amount you want to inspect.
Select the clickable amount on a supported report row.
Review the drilldown window that opens:

The window title uses the account label and the report date context.
Range-based reports open detail for the report date range.
As-of reports open detail through the selected as-of date.

Review the supporting journal entries in the drilldown table.
Close the drilldown window when you are done and return to the report.

Expected Result

SPRK opens a supporting-entry view for the selected account and date context so you can trace report amounts back to posted activity. Current general ledger impact as of 2026-05-04:

Drilldown does not create a correcting entry or edit an existing one.
Drilldown only exposes journal entries that are already posted in the ledger for that company and date context.
Closing the drilldown window leaves the underlying report and ledger unchanged.

Common Mistakes

Expecting every report row to be clickable. Drilldown only applies where SPRK exposes a supported account row with a non-zero amount.
Assuming drilldown edits the transaction you are viewing. It is a review window, not an edit step.
Forgetting that an as-of report uses detail up to the selected date, not only activity on that one date.

Info

App sections: reports, ledger
Last validated: 2026-05-04
Screenshot status: not-started