Using drill in to refine your reports

What's my plan?

Drill in enables you to refine the results of your Explore report by slicing metrics using extra attributes you choose or by allowing the report viewer to choose from a range of attributes. For example, you create a report showing all of your tickets by assignee name. You could configure drill in to additionally display the status for each ticket or add an optional attribute for the ticket channel.

This article contains the following sections:

• Configuring drill in
• Using drill in
• Drill in example
• Exporting your drill in results
• Turn on drill in on a dashboard

Configuring drill in

You configure drill in options for each report you create.

To configure drill in

1. In your report, from the Chart configuration menu (), click Drill in.
2. In the Drill in panel, click Enable drill in.
3. In the drop-down list under Enable drill in, choose up to 20 attributes that will be displayed when the report viewer drills in to a metric in your report.

   

4. You can add more levels to your drill in to dig deeper into your data. For example, if you added the Ticket status attribute to your drill in, you could then click the associated metric and drill in by further attributes. If you want to add more levels to your drill in, click Add more levels.
   Tip: While there is no limit to the number of levels you can add, Zendesk doesn't recommend using more than 10 levels for performance and administration purposes.
5. If you want the report viewer to be able to optionally add other attributes, click Enable adding attributes, then, from the drop-down list select up to 20 attributes they can add or remove to the report.

   

Note: Metric filters don't apply to drill in reports. To set a floor or ceiling for drill in results, use a report-level filter instead.

Using drill in

After you've configured drill in on a report, you can drill into a metric to see attributes (information and context) associated with that metric. You can't drill in to an attribute itself.

To use drill in

1. In your report, select the data point you want to drill into. In area charts, click and drag to select the data area you want to drill into.
2. From the menu, click Drill in. Explore displays the Drill in panel showing the metric sliced by the drill in attributes you chose.

   

3. If you configured more drill in levels, you can click any metric result to show more information.

Drill in example

In this example, you've created a report using the Support: Tickets dataset. It produces a simple table that shows each assignee name and the number of tickets assigned to that person.

You want to allow users to drill into this data by showing the status of each ticket and, optionally, the channel from which each ticket came. Use the following procedure to accomplish this.

To configure the example

1. In your report, from the Chart configuration menu (), click Drill in.
2. In the Drill in panel, click Enable drill in.
3. First, you'll configure drill in to show the status of the ticket. In the Select attributes drop-down, choose Ticket status.
4. Next, choose the ticket channel attribute which report viewers can optionally display. Click Enable adding attributes.
5. In the Select attributes drop-down, choose Ticket channel.

   

6. You can now test your new drill in configuration. In your report, click one of the Tickets results, then click Drill in.

   

7. The Drill in panel opens displaying the tickets you selected broken down by status.

   

8. If you want to add the optional ticket channel attribute you configured to the drill in, click the Select information to show drop-down list and add Ticket channel.

   

9. If you want to return to your original report, click Cancel.

Exporting your drill in results

You can export your drill in results in comma-seperated values (CSV) or Excel format.

To export your drill in results

1. In the drill in panel, click Export > CSV or Excel.

   

2. Explore prepares the file and adds it to your computer's downloads folder.

Turn on drill in on a dashboard

You might need to proactively turn on the drill in feature on certain dashboards. This applies only to dashboards where you’ve previously turned off other report interactions.

Before turning on drill in on a dashboard, make sure that drill in is also turned on for at least one of the reports on the dashboard. Otherwise, the dashboard-level setting won't be saved.

Drill in isn't available on dashboards shared externally.

To turn on drill in on a dashboard

1. Open your dashboard for editing.
2. Click Tab options > Interaction options ().
3. Select Enable drill in.