Report Drill Down into other Reports

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  • Updated 2 months ago
The dashboard and reporting tools are helpful but we have run into a gap in the ability to drill down into data.  The current capabilities allow you to build a visual report (i.e. bar, line, pie) and click on data elements to see the line items backing the data.  However, when analyzing larger data sets it is sometimes too much data to look at when you drill straight into the detail.  An ideal approach would allow you to click on a data point in a parent report and it drills into a child report that is filtered based on what data point is selected. 

For example, our organization has an MDA data set of all the activity for a client by contact throughout the year (i.e. Demos, Webinars, Conferences, Exec Meetings).  We have a client dashboard that shows activity by quarter by client.  (see below) 

Currently we can only click on an element and drill down to detail items including the contact, activity name and date.  We have built additional reports that aggregate the activity further so we can see attendance on specific items.  In the screen shot below you can see a further aggregated report for webinars by webinar name.  From here we can then drill into a tabular report that allows us to see which contact attended. 

This functionality makes the data much more actionable and allows you to analyze and answer questions much faster.  Right now we are finding ourselves having to build a lot more reports and dashboards than needed because there isn't this advanced type of drill-down capability.

Please let me know your thoughts.
Thank you.
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Scott Schoenknecht

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Posted 2 months ago

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Karl Rumelhart, Official Rep

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Thanks for sharing this.  We totally appreciate the value of more ways to control the drill down, including drilling down to a different report.  The most common scenario we have encountered is when you have varying levels of aggregation of event data.  Your main report is weekly, say, but you want to drill down to daily data.  Right now the only way to do this is build the report on the daily table and aggregate on the fly, which is suboptimal for a variety of reasons.  

Your case is a kind of intermediate aggregation scenario.  I do have one question.  Can you clarify what you are clicking on in the first report to generate the second one?  And more generally, how you would see the configuration of something like this working.  A situation we need to avoid is where the user gets confused about what the "drill in" reporting means since the connection to what they clicked on isn't obvious.  
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Dan Ahrens, Official Rep

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Hi Scott, 
One piece of functionality that it sounds like you may not be aware of is the ability to customize the drill down reports. You mentioned that the drill down only shows a list of the columns that you have in your "show" and "by" areas, but in fact you can configure the drill down to include many other columns of data. The trick is to click the three little dots in the image shown below.

Check out this link for more info: