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.
ArchiveUser's avatar
ArchiveUser
Qrew Captain
9 years ago
Thanks, Matthew. I saw the feature on the release notes but never found any detailed instructions.

What you posted works perfectly for my summary reports that don't require user's to select criteria before hand (such as a date range or category or whatever). Thanks you again for your help.

I'm still running into the issue I mentioned above, though, with any summary report that has user inputted criteria. Would you have any insight on that?