The Winter '18 release of Sugar features a significant enhancement to Reports - “Drill Through on Charts”. This capability has been requested by many of our customers and provides significant value to all report users.
The drill through features provides the ability to see the data behind the charts in reports. As a user, when you are looking at a report, you want to get more insights to the data. Let’s say you are looking at a pipeline report and you want to see the open opportunities in a specific stage. You should be able to simply click on the relevant section of the chart and see the details. That’s what this feature does.
How does it work?
In order to see the data behind a report, all you have to do is simply click on the relevant section of the chart. After you click, you will see the detailed data. For example, let’s say we have a chart that shows open opportunities by expected close month. You would like to see all the open opportunities for this month. Simply click on the area of the chart for the current month e.g. a vertical bar for the month of January. After clicking, you will see all the opportunities that are expected to close in January. It’s that simple.
Along with the detailed data, the same chart is now available on the right hand side for your convenience. The section you clicked is highlighted on the chart. You can now click on another section of the chart, say next month’s opportunities, and the data will refresh right there. You don’t need to go back to the report or the dashlet.
But wait there’s more. Not only you see the details behind the chart, you can actually take actions. For example, you can edit the data right in the detailed view. You can do all the actions on the data that you might do on your list view. In fact, the detailed data on the chart is actually the same list view, but with only the data relevant to the area of the chart you clicked.
You can edit the data, delete or perform mass actions. Let’s see this in action in this short video.
Where can you find it ?
The drill through feature is available in the following places
- On a report with a chart
- On saved report dashlets
The drill through feature is not available for the following -
- The report’s base module was legacy BWC
- Mobile app
- Out of the box dashlets
- Sales Pipeline Chart
- Case Summary
- Opportunity Metrics
As you can see, with drill through on charts, not only you see the data behind the report, but also are able to take action on the data thus providing significant productivity improvement in managing records (Insights to Actions).
SugarCRM is investing significantly in enhancing the Reporting and Insights capability. The drill through feature is a significant enhancement in providing deeper insights and perform actions.
You are right that clicking on the header columns in the drill through drawer does not do anything. We already have this improvement in our backlog. Thanks for the suggestion.
The drill through list uses the same module, record and field ACLs as the rest of the application. A user with edit access to the module will have edit access in the drill through drawer as well.