When you choose and create a summary query, you can drill-down into the details of a number in the table. In general, all you need to do is to right-click on the number and choose “FinJinni: Show Detail” from the pop-up menu.

For example, here is a sales-by-customer summary where the year field was added to the summary:

Right-clicking on one of the Income numbers brings up this menu:

Selecting FinJinni: Show Detail brings up a new worksheet with the details of the $29,045 value:

From this detail view, you can right-click again and display all the details for a selected transaction: