How to drill into your reports in Excel:
Step 1: Open LiveFlow
Launch the LiveFlow add-on in Excel.
Step 2: Choose a Report Option
To create a new report: Click Create Report.
To modify an existing report: Click Manage Reports.
Step 3: Enable Drill Down
Check the box labeled "Enable Drill Down".
Then, click either Create Report or Update Report, depending on your workflow.
Once enabled, all underlying transactions in your report will appear in blue text, indicating they are clickable.
Step 4: Use Drill Down
Open the Drill Down option from the LiveFlow menu.
Use your arrow keys to navigate between transactions.
Transaction details will appear in the LiveFlow Drill Down box.