When a report has drilling capabilities the drill tool may be turned on.
Identifying Drill in a Report
You can identify if a document you've opened has been enabled for drill in one of the following ways:
Figure 1: Drill on Report. Click image to enlarge.
Enabling/Disabling Drill in a Report (tab)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)
To drill down:
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:
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:
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.
Advanced Features in Design Mode allow you to rename the tabs before exporting the Document (report). |