Currently, in the Sales Analysis for a customer, you can drill down to the actual dbs document details. However, for a Customer's A/R, you cannot (at least our Cloudlink version cannot. I requested through a ticket and was told to put it in the idea portal. I think it's a basic UX issue, not an idea or enhancement. Uptake should be looking for inconsistencies like these on their own and correcting them.
Mike Love
