Drill Down from a Dashboard to a Matrix Report

When viewing a dashboard in any version of the Salesforce1 app, users can tap a dashboard component to see the report that’s delivering the data to the dashboard. This is now available for matrix reports as well as tabular and summary reports.
Dashboards available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Reports available in: All editions except Database.com


Groupings in matrix reports are shown as columns. Swipe right or left to see all the columns.

Users can see a maximum of 2,000 records. To see all records, log into the full Salesforce site.

Important

Important

When users drill from a dashboard to a report, they may see slightly different data in the report view from what they saw in the dashboard view. That’s because the data displayed in a dashboard is from the last dashboard refresh (the date and time of which are shown in the dashboard header), but drilling down to a report actually runs the report, so in that case the user is seeing the most current report data.