How to Create a Drill-Through Report in Bold Report Designer

Drill-through reports in Bold Reports Designer provide powerful interactivity. When you configure a drill-through action, users can click items in a report, such as a table cell, chart segment, or image to move from a summary report to a detailed one. This supports deeper data analysis and makes reports more engaging.

Step-by-Step Guide to Configure Drill-Through Actions

Step 1: Open the Main Report

1. Open an existing report or create a new one in Bold Reports Designer to set up the drill-through action.

   

Step 2: Configure the Drill-Through Action

1. Select the report item (for example, a chart series) and open the Properties panel.

2. Under Basic Settings, locate Choose Series and click the pencil icon.

   

3. In Series Properties, go to the Link section and select Link To > Report.

4. Click the ellipsis button next to Report to open the Select Report dialog.

5. Choose the report you want to use as the drill-through target, then click Open.

   

6. Click Set Parameters to map parameters.

7. Select the parameter in the target report (for example, ProductCategory).

   

8. Set an expression to pass the value (for example, =Fields!ProdCat.Value) and click OK.

   

   Note:

   • ProdCat is an example field in the main report.
   • ProductCategory is an example parameter in the target report.
   • Replace these examples with your actual field and parameter names.

Step 3: Preview and Test

Preview the Main Report

1. Click Preview to view the main report (for example, a pie chart showing sales by category).

   

Test the Drill-Through

1. Click a chart segment for example, a product category).

2. The target report opens with detailed, filtered data.

   

Conclusion

Drill-through reporting in Bold Reports Designer supports dynamic data storytelling. Users can move easily from high-level summaries to detailed information with a single click, improving analysis and decision-making.