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Feature Request: Pre-set drill-in templates for Reports



Posted Nov 13, 2023

Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)

Inside explore you currently have to hand-pick each attribute that you'd like to set inside the drill-in option. If you are creating a lot of reports this can become very tedious over time. 

Any Admin or agent who creates reports currently experiences this. 

What problem do you see this solving? (1-2 sentences) 

The time-consuming effort to select attributes to display in a report drill-in. 

When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)

Every time I create reports, I find I'm setting a bunch of default fields for the drill-in, plus extra ones which are specific to the report itself. 

Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)

No - there is no workaround as far as I can see / am aware.

What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)

I would like to be able to do the following: 

  1. Create a drill-in template in the admin section of Explore.
  2. I would then like to be able to apply the template to a report and then select any extra attributes that I might like to show inside the drill-in.
  3. I'd also like the ability to delete one of the default drill-in attributes inside the report one the drill-in template is added. e.g I need everything in the template in my drill-in except 1 attribute. It's quicker to add the template to the report and then delete the 1 attribute then have to hand pick each attribute individually to add to the report. 

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3 comments

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Shawna James

Community Product Feedback Specialist

Hey Amie, thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!

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This would be great! The reason why I drill into reports is to check the ticket IDs that make up a particular bar or section. Checking the IDs allows me confirm if a particular report is showing me the correct data. However, everytime I have to search for the ticket ID, then upon selecting it totally transforms the chart in a way that makes it really hard to decipher the actual IDs. What I really need is just a popup modal showing a table that lists the ticket IDs, their subjects and maybe a couple of attributes depending on the use case.

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+1 My team loves the ability to drill in and see the same 17 attributes for each report. This would be a game changer for our reports as it would take hours even days less time to implement. 

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