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Define a report drilldown

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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.

Procedure

  1. Navigate to Reports > View / Run.
  2. Select the report you want to add a drilldown to.
  3. Click the Show report structure icon (Show report structure).
    A badge on the Report structure icon displays the number of defined drilldowns.
  4. Click the Add drilldown icon (Plus sign button).
    Figure 1. Drilldown example
    Drilldown example with two levels
  5. Enter a Title for the drilldown and click Next.
  6. Select the chart Type to display the data and click Next. See Report types and creation details.
    The drilldown chart type can be different than the parent report.
  7. Configure the report. Configuration options depend on the selected Type.
  8. Click Save drilldown.

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 rules.
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