Forum Discussion

JuanSolorio1's avatar
JuanSolorio1
Qrew Cadet
11 years ago

Is it possible to open a specific report when clicking on a chart section?

Currently, when users click on a section of a pie chart, they are taken to a line item report in the underlying table. The problem is that this report shows all of the default columns for that table...
reports and charts
Tables and fields
User and group management
ArchiveUser's avatar
ArchiveUser
Qrew Captain
9 years ago
It is now possible to set a report to "drill down" into when clicking on a chart, summary report or summary field! For a report, you can find this option towards the bottom of the report settings, and for a summary field, you can find this option on the properties of the summary field.
MCFNeil's avatar
MCFNeil
Qrew Captain
9 years ago
The drilldown report will use the filters from the parent/master report in addition to any existing filters on the selected drilldown report.

You will want to make a "drilldown" report with the styling and columns you want, BUT make sure there are zero filters applied.

Then make that report the drilldown, when clicked, from a graph for example, it will apply those new filters from the parent report. 

Let me know if you get stuck.