For using drill-down functionality, user needs to create two reports i.e. a parent report & a child report:-
Parent report: Primary report to which the drill-down functionality is to be applied
Child report: Secondary report which will open in a new tab or at same place (depending upon the option selected)
Note: Child report should have a filter which would be the input parameter to be passed in parent report. It is always better to create the Child report first.
Example: Let us create a report of Employees and their expenses. We will then apply a drill-down functionality on the Employee name; so if any of the employee name is clicked, a new report showing Travel date and Destination for that particular employee will open in a new tab.
So in this case, parent report is the one which shows Employee name & Expenses. And Child report is the one which shows Destination & Travel date.
We will first see how to create the child report. Following are the steps to create child report:
Step 1: Create a report with Destination & Travel date as columns
Step 2: Now add ‘Employee name’ column in the filter section and edit the filter
Step 3: Select mode & values as ‘auto’. Select any employee name as a default
Step 4: Click on Generate report
Step 5: Save this report in the file repository by giving an appropriate name
The child report is now ready. We can now make the parent report to which drill-down functionality is to be applied. Following are the steps to create a parent report:
Step 1: Create a report with Employee name & Expense as columns
Step 2: Click on the ‘Customize’ button and then double-click on the Chart drill down tab
Step 3: Select Open in new tab option instead of IPC and select the child report by clicking on the browse button
Select the child report from the folder where it is saved and click on ‘select’ button at the bottom. Make sure that you do not double click on the child report
Step 4: Select the input filter from the list and click on OK
Step 5: Click on the apply tick mark in the customization’s tab
Users can now click on any of the bars from the bar chart and a new tab will open showing a new detailed report for that employee
The selected employee name would be seen as shown in above image. To unselect, click on the refresh icon present at the top right corner.
If any hard coded value is to be passed in the child report, de-select Set category and click on add button. Users can give any hard coded value that they want to see in the child report.
Now repeat the steps 4 & 5
To undo the changes, user can again click on the ‘Drill-down’ icon and then click on the apply tick mark.
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