How do I use the link formats - embedded, popup, detail?

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How do I use the link formats - embedded, popup, detail?


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.

The link formats allow you to view the sub-reports differently than with the custom URL links.

  1. Determine the field you want to filter with. This could be a specific patient, category, region, sales person, etc. For example, "CategoryName"
  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 filterfield determined in step 1, select equals for the Operator.
  4. Save the report in the following format "DataSourceName Details". Note: "DataSource" must be the name of the Data source or View the fields are in
  5. Create the top / intro report. When you have the report looking the way you go to the Fields tab
  6. In the field that you want to pass on to the filter, in this example "CategoryName," select one of the three link for the formats. You can come back to the fields tab and change the link () format after you finish the report to see the links.
  7. Save the report and give this report a name.
  8. Click Preview. You will notice that the Filter fields are linked.
  9. Click on a "CategoryName" that you want to see more detail on. This will open the detail report and filter for that category


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