Drilldown reports

Drilldown reports are a second level of reporting to get more information about a cell in a summary table in ad hoc reports and the Report library. They can be made configured to replace the standard drilldown that come with the system i.e. Print list, Print details and Export to Excel. Only system administrators can create drilldown reports.

We would recommend only a few customised drilldown reports are created to ensure ease of use for end users.

To create a drilldown report select Create new drilldown report

You can then decide whether the drilldown report will Always show or not. By selecting Yes to Always show report this will replace the default drilldowns shown above for all ad hoc and report library reports where drilldown is available. By selecting No, you’ll have the option in ad hoc report to select which drilldown report will appear for which report.

Select the type of report you want to create.

In this example we've selected Landscape report and form the list of query Case details.

We can then set filters for the type of information we want and the report title

Understanding the information

By period
The reporting period for the report (days, weeks, months, quarters, calendar years, financial years or set period).
Number
Set number of previous year/quarter/month report will cover.
Brand / Department
Select which service information will display as displayed in the service menu.
By team
Select which team/service information will display.
By keyword
Enter the search keyword you wish to filter the data by. Keywords are set against the details of the case, classification and other fields depending on configuration.
By attribute
Select a form attribute to filter the data.
Report title
This is defaulted but can be edited to be whatever you want the title of the report to be.

We can then select the fields we want to display.

Understanding the information displayed

Columns
Click on the dropdown list under Name to select the field information to display in the report. The report will display columns in the order set in report attributes.
Group
To group information, for e.g. in date order received or into teams/officers allocated to, select Group from the Display Type and then the relevant field from the dropdown Name box.

The report will now be added to the list available at the top of any drilldown selected: