Using Drill-Down in Finished Reports

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Article Goal

Show how to configure drill-down functionality in Finished Reports so users can expand and collapse detailed data by clicking a grouped field.

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Drill-Down Reporting

What: Drill-down allows users to click a grouped value (such as EmployeeID) to show or hide related detail rows in the report preview.

Why: This improves report readability by reducing clutter and letting users focus only on the details they need, while still keeping all data accessible.

Configuration Note

Use Case

Steps to Configure Drill-Down

Step 1: Group the Report

In the Finished Reports Designer, at the bottom of the designer add a Group and Sort to the report using your preferred field.
 

In this example, the report is grouped by EmployeeID and CustomerID.

Step 2: Add the drill-down field to the Group Header

Place the grouping field (EmployeeID & OrderID) into the Group Header bands.

These fields will act as the drill-down controls.

In this example, the EmployeeID field is used in GroupHeader1 and the OrderID label in GroupHeader2.

Note: You do not need to add multiple levels of drill-down. This will depend on your preferred setup.

Step 3: Add Detail Items

Add the desired detail fields to the Detail Band.
 

For this example, the following fields were added:

• OrderID

• OrderDate

• Freight

• ShipAddress

• ShipCity

• ShipCountry

Step 4: Configure Drill-Down Properties

Select the Detail Band, then open the Behavior tab in the Properties pane. Repeat for any additional drill-down controls

Note: The Drill-Down Control will vary depending on your report creation. In order to find what label to use, select the label in the report explorer.

Set the following:

• Drill-Down-Control: Label10

• Drill-Down-Expanded: Unchecked

This configuration hides the details by default and expands them only when the label is clicked. 

Drill-Down Result

The example below shows the final drill-down behavior in the previewer.

Clicking the EmployeeID or OrderID expands or collapses the related detail rows.

Article Summary

This article explains how to configure drill-down functionality in Finished Reports by grouping data, assigning a drill-down control, and properly configuring detail band and header properties. Drill-down allows users to interactively expand and collapse grouped details in the previewer, making reports easier to read and navigate.

Keep in mind that drill-down requires the controlling element to be placed on an outer band and is available only in the previewer—it will not carry over to exported report formats.