Drill down within a statement item

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • You can drill down within a statement item to visualize a subset of its data.

    Antes de Iniciar

    Role required: service_charging_analyst
    Importante:

    This feature is available only when you own an ITBM Analyst license.

    Por Que e Quando Desempenhar Esta Tarefa

    Drill down within a statement item to see the entity or the key field that has the data retrieved from the source table. You can also see the basis on which the mapping is done to the particular field that has the relevant data to retrieve. You can also edit and change the drilldown method and use the weighted method. In such a case, the system uses the weighted metric to retrieve data from the source table.

    Procedimento

    1. Navigate to All > Financial Charging > Administration > Statement Item Drilldowns.
    2. Click New to create a statement item or click the name of an existing statement item drilldown that you want to edit.
    3. Click the type of statement item that you want to drill down.
    4. Based on the type of statement item drilldown that you select, fill in the relevant form fields.
      Tabela 1. Statement Item Drilldown form
      Field Description
      Name Name of the statement item drilldown.
      Drilldown basis Lower level access of the item based on the mapped field or the weighted metric method.

      For more information, see Allocation metrics.
      Table Source table that has the statement item information.
      Type Type of the statement item, determined based on the source from where the information is retrieved.

      You cannot edit the field as you have already selected the type of statement item drilldown that you want to perform.
      Mapping field Maps to the field in the table which has the drilldown data.
      Weighted Metric Drilldown on calculations based on an aggregate value from a segment.
      Cost model Cost model for which the drilldown can be applied.
    5. Click Submit to enter a record or Update if you have edited an existing record.

    O que Fazer Depois

    After you define the statement items, associate the statement items to the showback statements. You can use the showback statement to report consumed services to the business unit head, which displays the detailed service charge lines that the unit has utilized as a part of the business service. For example, Email service is a business service. When a business unit uses the email service, then the service charges for consuming the email services are reported as a showback statement to the business unit head or the department head.