---
title: "Set up drill-downs in Reporting (Beta)"
slug: "set-up-drill-downs-in-reporting-beta"
description: "How do I set up drill-downs, custom drill paths, and who can drill into a hierarchy in Fullcast Reporting (Beta)?"
tags: ["reporting beta", "drill-downs", "Hierarchy", "visibility", "revops admin"]
status: "update"
updated: 2026-11-14T20:24:51Z
published: 2026-11-14T20:24:51Z
canonical: "support.fullcast.com/set-up-drill-downs-in-reporting-beta"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up drill-downs in Reporting (Beta)

> [!NOTE]
> 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)](/plan-and-pay/docs/build-a-dataset-in-reporting-beta).

## Open the Drill-downs panel

1. On **Step 1 · Define the dataset**, click **Drill-downs**. From the report builder, click **Edit dataset** first.
2. The **Drill-downs for this dataset** panel opens on the right and reminds you what each row is.

![Ready-made drill-downs, with the setting for who can drill into the territory hierarchy highlighted.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/reports-beta_set-up-drill-downs_01.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A14%3A52Z&se=2026-11-15T01%3A14%3A52Z&sr=c&sp=r&sig=53vFZ2QKmk9sJuaqrZcc7GqBfMHXlweOAhuUa4EM9u4%3D)

## 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.

1. Under **Who can drill into the territory hierarchy** (or the team or product hierarchy), click **+**.
2. 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.

> [!WARNING]
> 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.

1. Under **Your own drill-downs**, click **Add a path**.
2. Replace **New drill path** with a name people will recognize.
3. Click **+ Add a level…** and pick a field. You can use a field from any record type in the dataset.
4. Add more levels in order, from the broadest at the top to the most detailed at the bottom.

![A new custom drill path waiting for its first level.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/reports-beta_set-up-drill-downs_02.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A14%3A52Z&se=2026-11-15T01%3A14%3A52Z&sr=c&sp=r&sig=53vFZ2QKmk9sJuaqrZcc7GqBfMHXlweOAhuUa4EM9u4%3D)

To delete a path, click the **x** next to its name.

## Use a drill-down in a report

1. In the report builder, open the **Settings** tab.
2. Under **DRILL DOWN**, pick a drill-down. The default is **No drill (keep current view)**.
3. 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.

## Related

- [Build a dataset in Reporting (Beta)](/build-a-dataset-in-reporting-beta.md)
- [Build and save a report in Reporting (Beta)](/build-and-save-a-report-in-reporting-beta.md)
- [Troubleshoot Reporting (Beta)](/troubleshoot-reporting-beta.md)