Drill-down helps you take a closer look at records in a report. For example, as a sales manager, drill-down can help you track the progress of just a few of your reps or review the breakdown of current opportunities based on type.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To drill down into a report from the reports run page: | Run Reports |
| To specify settings for the report: | Create and Customize Reports |
The drill-down feature is available on the reports run page for all reports with row groupings (summary and matrix reports). When you drill down into a grouped column, the report filters by that column. You can also modify the primary report grouping when you select drill-down options.
To drill down into a report:
- Run a report that includes at least one-row grouping.
- On the report run page, select checkboxes for the particular values that you want to drill in to. You can only drill in to values from the primary row grouping.
- Click Drill Down.
Note The number on the Drill Down button indicates the number of values you selected. - The primary row group for your report is preselected in the Group by field. To change the grouping, click X and select a different field.
- Click Apply.
The report now displays data only for the values and grouping that you specified. If you edit the report and open the Filters tab, you can see that a filter was added for the values you selected. To revert to the original report, or to select another value to filter by, delete the filter that was added.