Drill down reports are done by creating multiple reports & linking them through a field that passes on a field value. The field Value goes into a filter in the second report and shows the details for just that field value.
Drill Down Report using Custom URL function.
1. Determine the field you want to filter with. This could be a specific patient, category, region, sales person, etc. For example, ""CategoryName"".
*Best Practice: Create the Details (Drilled Down to Report) first, then the Master report.
Details Report:
2. Create the detail report. This is the report that is "drilled down" to.
3. When you have it looking the way you want go to the filter tab. Add a filter use the "Filter Field" determined in step 1, select equals(drop down) for the Operator, and go ahead and select a value from the drop down.
4. Save the report for example ""SampleDetails"". Add "Details" to the end of the report name and do not use a space in the name.
Master Report:
5. Create the Master report.
6. When you have the report looking the way you want go to the Fields tab. In the field that you want to pass on to the filter, in this example ""CategoryName,"" select Custom URL for the format.
7. In the field that you want to pass on the filter, in this example ""CategoryName,"" put the following line into the description
ReportViewer.aspx?rn=SampleDetails&p1value={0}
NOTE: After rn = put your report name from step 4 followed by &p1value={0}
*If you have the Drill Down reports under a Category (ex. Category Name: SampleReports, Report: SampleDetails) you will need to add the customer url like this: ReportViewer.aspx?rn=SampleReports\SampleDetails&p1value={0}. This will pull the report from within the category.
8. Save the report and give this report the same name as above minus "Details".
9. Click Preview. You will notice that the Filter fields are linked.
10. Click on a ""CategoryName"" that you want to see more detail on. This will open the detail report and filter for that category.
For assistance please contact us.