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Note: Drilldowns work in the Report Viewer, but the data is not shown in exported reports.
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Drilldowns require you to have a child report, which is an Advanced or Express report that contains the background data for the parent report. You can create a drilldown on a Dynamic Cell or a chart by linking the child report to the parent report cell. Each data value, or each chart series, when clicked, filters the child report by its respective value before opening the resulting report in a window at the cursor.
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By default, the data category that corresponds to the linking cell filters the closest joined category on the linked report. See Joins for more information. If there is no join path, then you must set the linked fields manually in the Fields page.
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Make an Advanced or Express Report that contains the drilldown data. This will be the linked child report.
Linked reports typically open in a small window, so the child report should be simple and concise. Avoid large fonts, too much static content, or making it too large in size. You should also set the Report Options for No Data Qualify Display Mode to Show Report in order to show an empty drilldown instead of a popup window for links with no data.
In the parent report, select the cell to link, then click the Link Reports
icon. The cell can contain a data field, formula, or a column-based or row-based chart.Select the child report, then click Okay.
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The Formula tab allows you to specify a custom formula in order to further filter the data passed from the linked report. The formula must return True or False. The formula is evaluated for each row in the parent report, and if the condition is not met, the data is excluded from the linked report. See What are formulas for help with using conditional formulas.
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