Drilling down within reports

You can drill down within a report to visualize a subset of its data. For example, you can click on the critical section of a report sorted by priority to view the categories of those critical incidents.

For reports with a defined drilldown, click on a portion of the chart to display a subset of data. The subset may use a different chart type. In the example, the user clicks on the critical incidents in a bar chart to reveal the categories of critical incidents in a semi-donut chart.
Figure 1. Drilldown example
Drilldown example with two report types
All report types except for list, histogram, calendar, control, box, and trendbox support drilling down. Drilling down is not available on reports added to forms, and charts embedded as iframes. You can define any number of drilldown levels for a report.
Note: Drilldown reports do not export to PDF. If you select Export to PDF on a drilldown, a PDF of the top level report is generated.

Define a report drilldown

You can define a report drilldown to allow reporting users to view subsets of the report data. When you define a report drilldown it applies only to the report for which you define it.

Before you begin

The report that you want to define a drilldown for must exist.

Note: You can only drill down to data in the same table as the report. The following report types do not support the drilldown feature: list, histogram, calendar, control, box, and trendbox.

Procedure

  1. Navigate to Reports > View / Run.
  2. Select the report you want to add a drilldown to.
  3. Click the report options arrow next to the Save button.
  4. Select Report drilldown.
    Figure 2. Save menu > Report drilldown
    Report drilldown option in the save menu
  5. Enter a Title for the drilldown.
  6. Select the chart Type to display the data.
    The drilldown chart type may be different than the parent report.
    Figure 3. Report drilldown - Select type
    Select drilldown report type
  7. Click the cog icon (cog icon) to configure the report. Configuration options depend on the selected Type. See Report types and creation details.
  8. Click Save.

Result

The user can now drill down from the top level report to the specified drilldown report visualizations.
Note: All users can view report visualizations, such as pie charts and column reports. However, the last level of a drilldown is always a list. User access to list information is determined by platform access control lists. Users who do not have rights to any or all of the list data will see the message "Number of rows removed from this list by Security constraints:" followed by the number. See Access control rulesAccess control rules.