If you have been granted one of the advanced license levels for Data and Analytics and if the report you are using is designed for drill, you can use D&A to view the data for your organization at different levels of detail. This capability is called drilling. Drilling down allows you to view your organization's data at a more granular level or you can drill up to see the big picture. The drilling feature allows the flexibility to view the data at just the level you require. Generally, the reports have been set up with the drill mode feature automatically turned on. While you are working with a report you may drill either up or down at any time.
The following topics are provided:
Report Drilling
When a report has drilling capabilities the drill tool with be turned on. Drilling allows you to display the next level of data in the report.
Figure 1: Drill Indicator on Report. Click image to enlarge.
To drill down:
Click on the hyper-linked (underlined) data to drill down one level. See Figure 1 above.
To drill up:
Click the up arrow to drill up. See Figure 1 above.
WARNING
For reports which end the drill on a hyperlink, you must disable drill before they can follow a hyperlink.
Snapshot
When drilling through a report, you can capture different levels of the report by using the Snapshot feature. Follow these instructions to capture a snapshot.
- Click on the Drill down-down menu. See Figure 1 above.
- Click on Snapshot.
A tab will be created with the snapshot of the report.