Draw Insights Quicker by Drilling into Your Data

Take a closer look at records in a summary or matrix report without editing it. The drill-down feature for primary row groupings makes its debut in the enhanced run page (beta).

Where: This feature is available in Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Who: To drill down on a report and group by columns in the report from the enhanced run page (beta), you need Run Reports permission. To drill down and group by all columns of this report type, you need Create and Customize Reports permission.

Why: Sometimes, sales leaders like to track the progress of just a few of their reps. Or, they want to review the opportunities closing in the current quarter. With the drill-down option in the enhanced run page (beta), users can go a level deeper from a summary or matrix report and find those answers easily.

How: From a summary or matrix report’s enhanced run page, check the box next to a primary grouping value you want to drill down. Click Drill-down. Specify the field you want to group the results by, and click Apply.
Drill down feature in Lightning Reports Builder