Hello,
I am relatively new to Zurmo, but we have recently adopted it at our company so I am learning very quickly. I have been generating Summation Reports so everyone can customize their dashboard. I still can't really figure out when to use the Drill Down feature of the Summation Report. If I select fields to Drill Down from Columns, when I view the chart or Results table, nothing changes.
I am generating a chart filtered by notes created in the last 7 days with columns notes count and notes created by users. This works fine and shows a graph of the number of notes each user created over the last 7 days. My understanding of the Drill Down was that I could add a Note Type (user defined field) and further sort the number of notes created by each user by type.
I really appreciate the help as I'm learning.
Thanks,
Chris