Drill-down Reports
When a chart or KPI number looks wrong or interesting, drill-down lets you click it and see the exact records behind it.
What is drill-down?
Drill-down is the ability to go from a summary number to the individual items that make it up.
For example:
- Dashboard shows 12 late tasks this week → click → see all 12 tasks with worker names, clients, and due dates
- Warehouse chart shows $4,200 in filters → click → see every filter item and its quantity
- Finance chart shows $18,000 invoiced → click → see each invoice with client and date
How to use drill-down
- Open any dashboard or KPI view.
- Click on a chart element — a bar, a treemap block, a line chart point.
- A detail panel or page opens with the source records.
- From there, click any record to open the full job, invoice, or stock entry.
No export needed. No switching to another system.
What you can drill into
| From this metric | You see these details |
|---|---|
| Late tasks | Task list with worker, client, due date |
| Completed jobs | Full job records with photos and notes |
| Route deviations | Map with planned vs. actual path |
| Stock value | Item list with quantities and prices |
| Invoice total | Individual invoices with payment status |
| Worker performance | All jobs by that worker in the period |
Why drill-down matters
Summary numbers hide problems. Drill-down reveals them:
- 12 late tasks — are they all from one worker or spread across the team?
- High material cost — is one job consuming unusual amounts of stock?
- Route deviation — was it a traffic issue or an unauthorized stop?
Managers can act on facts, not assumptions.
Exporting drill-down data
From any drill-down view, you can export the filtered list to CSV or PDF for sharing with accounting, clients, or management.
tip
Use drill-down in your weekly review meeting. Open the dashboard, click the numbers that stand out, and discuss the specific records with your team.
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