How to Drill Down on Report Data

Depending on the report type and scope selected, the person viewing the report may be able to click on the report and “drill down’ for more detailed information. For example, if a report shows data for a specific division, clicking within the report on the division may allow for a further breakout by department.

To access this drill down capability, click on the tree icon on the left pane of the report. This will open the Group Tree, from which various levels of data can be accessed (If no drill down is available, the group tree will be blank). Drilling down can also be accomplished within the report itself by clicking on drillable data items (if drillable, the hover icon will change from a text entry item to an arrow).