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

Drill-through reports in Bold Reports Designer enable users to navigate from a summary report to a detailed report by clicking report items such as a table cell, chart segment, or image. This feature provides a more interactive reporting experience and allows users to analyze data at a deeper level.

Step-by-Step Instructions

Step 1: Configure a Drill-Through Action for a Table

1. Open an existing report or create a new report in Bold Reports Designer.
2. Select the report item (for example, a table cell) that will trigger the drill-through action.
3. In the Properties panel, expand the Link section and set Link To to Report.

4. Click the ellipsis (…) button next to Report to open the Select Report dialog.
5. Select the target report and click Open.

6. Click Set Parameters to configure parameter mapping.
7. Select the target report parameter (for example, ProductCategory).

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

Note

• ProdCat is an example field from the source report.
• ProductCategory is an example parameter in the target report.
• Replace these examples with the appropriate field and parameter names in your reports.

Step 2: Configure a Drill-Through Action for a Chart

1. Select the chart in the report.
2. Open Series Properties.
3. In the Link section, set Link To to Report and select the target report.

4. Configure the parameter mapping using an expression (for example, =Fields!CustomerName.Value).
5. Click OK and save the report.

Step 3: Preview and Test the Drill-Through Report

Preview the Main Report

1. Click Preview to view the main report.
   
   

Verify the Drill-Through Action

1. Click a report item, such as a chart segment or table cell.
2. Verify that the target report opens and displays the filtered data based on the configured parameter values.
   
   

Conclusion

Drill-through reports provide an intuitive way to navigate from summary data to detailed information. By configuring report links and parameter mappings, you can create interactive reports that improve data exploration and help users access detailed insights with a single click.