Early access feature
This feature is currently available for early access. Contact your CSM for more information.
Turn on drill-downs so people can click a value in a report and zoom into the next level of detail. You set them on the dataset, and they regroup rows without changing what a row is.
Before you begin
Your dataset must be set up. Refer to Build a dataset in Reporting (Beta).
Open the Drill-downs panel
On Step 1 · Define the dataset, click Drill-downs. From the report builder, click Edit dataset first.
The Drill-downs for this dataset panel opens on the right and reminds you what each row is.
Turn on a ready-made drill-down
Under Ready-made drill-downs, turn on the switch for each one you want. Fullcast checks the fields in your dataset and shows Ready to use when the data supports it.
Drill-down | Levels |
|---|---|
Territory hierarchy | Level 1 › Level 2 › Level 3 › Leaf node. Always available on a territory dataset. |
Fiscal time | Fiscal year › Quarter › Month |
Geography | Country › State › City |
Account hierarchy | Ultimate parent › Parent › Account |
Datasets that start from Teams or Product groups offer that hierarchy instead of the territory hierarchy.
Choose who can drill into a hierarchy
For the Territory, Team, and Product hierarchies, you can limit who drills in. People see a node only when their own assignment on it matches your conditions.
Under Who can drill into the territory hierarchy (or the team or product hierarchy), click +.
Build conditions from the viewer's own assignments: Role Name, Type, and, for Teams, Is Manager. Combine them with And and Or.
For example, set Is Manager equals True on a Teams dataset so only managers drill into the team hierarchy.
With no conditions, everyone assigned to a node can drill into it.
Viewers who don't match see only their own data on Teams datasets, and an empty report on Territory and Product datasets.
Tenant Admins and Reporting users always see every node.
Caution
Teams datasets created before 13 November 2026 now default to Is Manager equals True. Team members who aren't managers see only their own data until you change the condition.
Add your own drill path
Build a custom path when the ready-made ones don't match how people want to zoom in, such as country, then account type.
Under Your own drill-downs, click Add a path.
Replace New drill path with a name people will recognize.
Click + Add a level… and pick a field. You can use a field from any record type in the dataset.
Add more levels in order, from the broadest at the top to the most detailed at the bottom.
To delete a path, click the x next to its name.
Use a drill-down in a report
In the report builder, open the Settings tab.
Under DRILL DOWN, pick a drill-down. The default is No drill (keep current view).
Click Run, then click a value in the results to zoom into the next level.
The report's columns follow the drill path, so choosing a drill-down can clear fields you already added to VIEW BY. Pick the drill-down first, then add the rest.