Insights Classic: Add a Drill-In to a Dashboard

Add drill-ins to an Insights dashboard to break down data into more granular ways.

 
User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports Viewer
Insights Permissions: Can Edit

Drill-ins allow a user to click on a metric or attribute to see the report data broken down further.

1. While editing a dashboard, select the report you want to add a drill-in to.
2. In the upper right of the report, select the Configure (“   ”) icon.
   
   The configuration popup will appear below the report.
   
3. In the Drilling tab of the configuration popup, click Add Drilling.
4. In the When I click on drop-down menu, select the metric or attribute you want to make clickable.
   
5. Click Select.
6. In the Show me drop-down menu, select the attribute to break the data down by.
   
7. Click Select.
8. Once you’ve finished adding all drill-ins, click Apply.
9. Click Save to save the dashboard.
   

TIP

You can also set up drill-ins that open other reports or dashboards when a user clicks on a metric or attribute. To learn more, please reach out to your Business Intelligence Consultant.

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• Insights Standard Reports
• Insights Custom Reports