Create an Additional Output Level

You can add a drill-down output level in a report to display only the content you want.

After you configure your primary output level, adding a drill-down output level is simple, requiring only that you identify the column to filter on and the column(s) to link from in the parent output level. By default, the new output level displays the same report sections shown on the parent level, such as the charts and data area sections, though you can select the sections to display on the new level from the ribbon. You can add content such as text fields, charts, and columns to the new output level just as you did in the primary output level.

1. Open the report you want to edit.
2. Select the parent level you want to add the new output level to from the Level drop-down list at the top of the design surface.
3. Click the Level tab.
4. Click Add Drilldown to open the Level Settings window with drill-down options.
5. Enter field information.

   Level Settings Window

   Field	Description
   Name	Enter the name of the new level in this text box.
   Description	To add an optional description for the output level, enter the description you want in this text box. The description displays in the level’s Output Descriptions section. See Remove Search Criteria Descriptions.
   Group Results	This check box isn't used when initially creating new output levels. See Group Data in an Output Level.
   Drill-Down Settings	This section defines the data and the link in the parent output level you use to open the drill-down output level.
   Filter	Click this drop-down list to select the output column or columns to use as the filter for the new level. The drill-down filter determines the data set displayed in the drill-down level.
   Link	Click this drop-down list to select the output column that you click to open the drill-down level. You can also select Entire Row to open the drill-down level by clicking anywhere on a row in the parent output level. If you want to drill down into another report level instead of opening a specific record when a value from the record is double-clicked on a report, select Entire Row as the drill-down link. When configuring record commands for the report, select None from the Default Record drop-down list. See Change Record Command Actions.
   Display Report Level in Split Window	Select this check box to open the drill-down output level in a split window on the content pane. This results in the parent output level remaining visible on the other part of the content pane.
   Window Location	When you select the Display Report Level in Split Window check box, you can then select the position where the split window should open. Click this drop-down list to select Top, Bottom, Left, or Right.
   Custom Script	This section allows you to create, edit, and remove custom scripts to modify the output level’s output. See Create a Custom Script in a Report. Note: Submit a Service Request if this option is disabled and the Create/Edit Custom Scripts permission is enabled for your profile.
   Add	Click this text to add a custom script to the output level.
   Edit	Click this text to edit an existing custom script. This option is available only when a custom script has been added to the output level.
   Remove	Click this text to delete an existing custom script. This option is available only when a custom script has been added to the output level.

6. Click OK.
7. Click Save.