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Drill Down into Your Reports to Learn Even More

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Drill Down into Your Reports to Learn Even More

Drill-down helps you take a closer look at records in a report. For example, as a sales manager, drill-down can help you track the progress of just a few of your reps or review the breakdown of current opportunities based on type.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To drill down into a report from the reports run page: Run Reports
To specify settings for the report: Create and Customize Reports

The drill-down feature is available on the reports run page for all reports with row groupings (summary and matrix reports). When you drill down into a grouped column, the report filters by that column. You can also modify the primary report grouping when you select drill-down options.

To drill down into a report:

  1. Run a report that includes at least one-row grouping.
  2. On the report run page, select checkboxes for the particular values that you want to drill in to. You can only drill in to values from the primary row grouping.
  3. Click Drill Down.
    Note
    Note The number on the Drill Down button indicates the number of values you selected.
  4. The primary row group for your report is preselected in the Group by field. To change the grouping, click X and select a different field.
  5. Click Apply.

The report now displays data only for the values and grouping that you specified. If you edit the report and open the Filters tab, you can see that a filter was added for the values you selected. To revert to the original report, or to select another value to filter by, delete the filter that was added.

 
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