Drill-down on Studio Reports Crosstabs

Applies to: Kyvos Reporting

Crosstab reports are primarily used to present summarized data in a compact view—ideal for fitting on a single screen or page. However, decision-makers often need to explore the underlying data while reviewing a summary. The drill-down feature in Kyvos Reporting enables users to click a summarized value and view detailed data instantly.

What Is a Drill-Down?

Drill-down is a feature that allows report consumers to open another Kyvos Reporting report or a document from within a crosstab. This is typically done by clicking a hyperlink on a crosstab cell.

Examples:

• From a department-wise patient summary, drill down to view the full patient list per department.

• From a branch-wise expenditure summary, drill down to view transaction-level expenditure details for a selected branch.

How It Works

To enable drill-down:

• Add a hyperlink to a crosstab summary field.

• Associate the hyperlink with a detailed report.

• When a user clicks the hyperlink while viewing the report, the associated report opens with relevant data.

The target can be:

• Another Kyvos Reporting report (commonly used for drill-down).

• An external website.

• A document (e.g., PDF or Word file), provided the client machine has the necessary application installed.

Prerequisites

To use drill-down from a crosstab:

• The target report (hyperlinked report) must exist and be uploaded to the appropriate folder on the Kyvos Reporting server.

• The hyperlinked report must accept parameters that match the summary data context (e.g., ProductCode, RegionCode).

Example Scenario: Sales Summary Drill-Down

Objective:
Clicking on a summarized sales figure in a crosstab opens a detailed sales report filtered by product and region.

Required Fields:

• ProductCode

• RegionCode

• SalesAmt

• CityCode

• RetailerCode

Step-by-Step Instructions

Step 1: Create the Detailed Report

• Design a report that shows transaction-level sales data.

• Set ProductCode and RegionCode as report parameters.

• Upload the report to the Kyvos Reporting server.

Step 2: Create the Crosstab Report

1. Set up the connection and define the SQL query.

2. Insert the crosstab on the Report Header section.

3. Assign the fields:

   • Row Header: RegionCode

   • Column Header: ProductCode

   • Summary Field: SalesAmt

4. Go to the Format tab and select the summary cell.

5. Click the Hyperlink button.

6. In the Hyperlink Options dialog:

   • Select DrillDown to another report.

   • Choose the uploaded detailed report.

   • Specify ProductCode and RegionCode as parameters, and map them to the current field values.

7. Apply additional formatting if needed.

8. Save and preview the report.

Result

When the report is viewed:

• Users can click any sales figure in the crosstab.

• A detailed report opens, showing sales transactions filtered by the selected product and region.