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Adaptive Planning
Last Updated: 2023-06-23
Specify Drilling Options for Reports

Specify Drilling Options for Reports

  • Matrix reports. See Create Basic Matrix Reports.
  • Security:
    • Access Reports
      permission.
    • Create Personal Reports
      permission.
    • Create Shared Reports
      permission.
When building reports, you can define drilling options for the data in the reports. Report users can then drill down into the report details using the defined options. Example: A report displays GL accounts for FY2023. If you select Level as a drilling option, users can view the accounts data by different levels in the model.
If you don't specify any drilling options, report users see all available dimensions and attributes as drilling options for the report. Drilling using some of the options might not produce valid results.
  1. Go to
    Reports
    .
  2. Start a new matrix report or run an existing report and click
    Edit
    .
  3. From the toolbar, click
    Report properties
    and then click
    Drill
    .
  4. Select the dimensions and attributes by which users can drill into the report data.
  5. Click
    Apply
    .