Filtering in drill down reports.


Posting on behalf of customer. Currently on reports that contain a drill down, if you want to apply filters to the drill down section of a report you need to apply them globally on the report itself. This potentially filters out data at the global level which you want to see.

The use case here is that you’d like to see a holistic view at the global report level and then when you drill down you’d like to see specific data filtered down per dataset. 

Example use case:

Report to see the total Company Count beside the total CSM count (companies where a CSM is assigned over time. (We are snapshotting Company records weekly)

 

Show me:  Count of Company GSID,  Count of CSM

By: Snapshot Date

 

So when “Company Count” Column says 11,606 and “CSM” Column  says 861, I would expect that when I click “Company Count” the drill down would contain 11,606 lines and when I click “CSM” the drill down would contain 861 lines.

The numbers in the column view are correct… but the drill downs that match to the number in the column. If I click on a column that says it has 861 records, I would expect the drill down to display 861 records. It’s misleading otherwise.