# Drill from a Report into a Source Transaction

### Drill from a Report into a Source Transaction

### Overview

This guide will help you trace a report row to the exact source document and its linked stock, payment, or accounting records.

The analytical value is connected to an auditable source transaction.

### Who can do this

You need access to Report access plus view permission for the source transaction and linked records.

### Before you start

Record row values, document/transaction/reference number, date, party/item/account, amount/quantity, and report filters.

<div id="bkmrk-%F0%9F%9A%A8-importantmake-sure" style="border-left: 4px solid #dc2626; background: #fef2f2; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Before saving, check that the correct company is open and that you have permission to complete this task.</div>### Where to find it

Select/double-click the row or use View Record; otherwise open the source module inquiry separately.

### Drill from a Report into a Source Transaction

#### Step 1: Capture the report row and filters

#### Step 2: Use the supported drill-down action

#### Step 3: Confirm the opened document number and entity match

#### Step 4: Review current status and linked returns, payments, stock, or journals

#### Step 5: If no drill-down exists, search the source inquiry by stable identifier

#### Step 6: Return to the report and document the explanation

### Check your work

Source values and status explain the report row at the same scope/cutoff.

<div id="bkmrk-%F0%9F%92%A1-tipcheck-the-saved" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Take a moment to check your work before closing the window. This small check can save time later.</div>### If something goes wrong

- Source view may be blocked by separate permission.
- Centralized or summarized postings may not expose one-to-one document rows.

### Related guides

- [Find and Open the Correct Muhasib Report](https://docs.muhasiberp.com/link/480)
- [Trace a Source Transaction into the General Ledger](https://docs.muhasiberp.com/link/237)
- [Reconcile Two Muhasib Reports Safely](https://docs.muhasiberp.com/link/485)

### What to do next

<div id="bkmrk-%E2%9C%85-next-actioncontinu" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">[**Find and Open the Correct Muhasib Report**](https://docs.muhasiberp.com/link/480).</div>