Drilling through metric reports

You can create a metric graphic report to drill through to the underlying data in a report. After you create a metric report that represents the underlying records, you can associate the metric report with the metric graphic report. You can create a metric report by creating a report with a type that is metric.

When you pick a data point in a report, the system filters the records based on that data point. For example, you might have a metric graphic report that represents the sum of the original budget by status. If you select the Active status data point in the metric graphic chart, only underlying records with an Active status are shown. Then, you can drill through from the metric report chart to the base record.

You create a metric graphic report the same way as you create a metric report. After you define the metric report, you associate it with the target metric graphic report. To associate the reports, open the target graphic report and go to the Order & Group tab.

Tip: To drill through to a particular record on a metric tabular report, the first column of the report must represent the record ID of the record to be opened when clicked. The System Record ID is an example of a field that can be added as the first column.
Note: When designing a metric report, the only allowed operators are displayed in the drop-down selector. Such operator options are dependent on the field type and might vary from field to field.