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Drill Down in Summation Report

Drill down report

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#1 ChrisD

ChrisD

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Posted 23 April 2014 - 03:18 AM

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

 


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