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Drill-Through

Drill-through interaction

Drill-through lets a user click a summary value in a chart or tablix and navigate to a detail page or report that shows the underlying data filtered to that selection.

Overview​

A drill-through interaction links two blueprints:

  • Source blueprint — the summary view with a clickable element.
  • Target blueprint — the detail view that receives the filter parameter.

When a user clicks a cell or chart element in the source, Report Forge opens the target blueprint with a filter applied matching the clicked value.

Setting up drill-through​

Step 1 — Prepare the target blueprint​

  1. Open or create the detail blueprint.
  2. In blueprint settings, add a parameter with a name and data type matching the field you will pass (for example, WBSCode as a text parameter).
  3. Apply the parameter as a filter on the tablix or chart in the target blueprint.
  4. Save.

Step 2 — Configure the source component​

  1. Open the source blueprint.
  2. Select the tablix column or chart series to make clickable.
  3. In the Properties panel, open Interaction.
  4. Set the action to Drill-through.
  5. Choose the target blueprint.
  6. Map the source field to the target parameter.
  7. Save.

Testing drill-through​

Use the blueprint preview to test the interaction. Click the configured element and confirm the target blueprint opens filtered to the correct value.

Notes​

Drill-through navigation is available in the in-browser preview and exported interactive HTML output. PDF and Excel exports do not support drill-through navigation.