Drill to Content

We will continue working with Sample Report 7 (Zoom and Drill) to illustrate how to drill to content.

If a report designer has added Drill to Content links to grid cells, or if drill through to source and/or cell file attachments exist at the data source and have been enabled for viewing in the report, you can click on the links to launch the target report, document, URL, drill through, or cell file attachment when you preview the report in HTML.

There are three types of drill operations in Management Reporting:

• Drill to content
• Drill through to source data
• Drill through to source attachment

In Sample Report 7 (Zoom and Drill), we will demonstrate how to drill to content.

1. Let's begin by drilling to a specific URL. To do this, in the Visions Operations report, click Gross Profit, and then select Gross Profit Info.

   If you get a message about pop-ups being blocked, allow pop-ups for this page.

   
   
   

   When you click Gross Profit, you are taken to a Wikipedia page discussing gross profit. This URL was set up by the report designer when the report was created.

2. Next, we will drill to another report. To do this, click the Gross Profit data value in the Actual column, and then select Entity Detail Report.

   
   
   

   When you click this data value, another associated report opens; in this case, Sample Report 3. In Sample Report 3, since we drilled on Gross Profit, notice that Gross Profit was passed to the Accounts POV.

   
   
   

   Note that whenever you drill to another report, the report opens in a "thin report viewer" where you can perform only viewer-related tasks. Click Report Actions to see the tasks you can perform for Sample Report 3.

   
   
   

3. Click Close to close the report.