Report Drilling Anchor Report Drilling Report Drilling
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Report Drilling |
When a report has drilling capabilities the drill tool may be turned on.
Identifying Drill in a Report
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You can identify if a document you've opened has been enabled for drill in one of the following ways:
- Drill on the top toolbar appears selected.
- Drill Up Iconis present in section or column headings. See Figure 1 below.
Figure 1: Drill on Report. Click image to enlarge.
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Enabling/Disabling Drill in a Report (tab) Anchor |
Even if Drill is not enabled when a Document is opened, drill may still be available. To enable Drill on a given report (tab):
To disable drill, click on Drill on the top toolbar. |
Performing Drill in a Report (tab)
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To drill down:
- Identify that the column or section is drillable by hovering over the data.
Underline will appear under the data and tooltip will appear stating "Drill Down to ...". - Click on the data to drill down one level. See Figure 1 above.
- The data will adjust to the drill level.
- The drill-filter applied to the data will display in the filter bar. See Selecting Values for Objects in the Filter Bar
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When you have drilled to the lowest level, hovering over the data will display a tooltip stating "Drill Up to ...". Clicking on the data will drill up one level. |
To drill up:
- Click the Drill Up Iconto drill up.See Figure 1 above.
- The data will adjust to the new drill level.
- The drill-filter removed from the displayed data disappears from the filter bar.
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When drilling through a report, you can capture different levels of the report by using the Snapshot feature. These new tabs can be included in the export to Excel or PDF.
Follow these instructions to capture a snapshot:
- Click on the down arrow to the right of Drill in the top menu bar. See Figure 2 below.
- Click on Snapshot.
A tab will be created with a snapshot of the report at it's current drill level.
You can continue to drill on the original tab and take snapshots to add more tabs.
Figure 2: Snapshot. Click image to enlarge.
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Advanced Features in Design Mode allow you to rename the tabs before exporting the Document (report). |