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  1. Home
  2. IT Analytics Help
  3. Section IV. End user
  4. Work with the SQL template designer
  5. Creating Drilldowns

Creating Drilldowns

Just as the out-of-the-box reports contain links that drill down to other reports, Custom Reports can be configured to include drilldowns.

Fields from the query can be used in the drill down syntax.

In the SQL Template Designer, in the Formatting window:

  1. Select the field that will become the drill down link.

  2. Click Advanced to launch the Drilldown window where you will enter the syntax required to drilldown to the report.

  3. In the Drilldown window, enter the details that the Portal will need to link to the report. The following example and the accompanying descriptions illustrate the required components for a drilldown specification.

    Examples

    systemName=displayServerDetail&serverId=${row['server_id'].data}
    templateInstanceId=400&serverId=${row['server_id']}
    

    Where:

    systemName

    Drilldowns should start with a systemName or templateName parameter and then provide additional optional parameters to the target report. The fields from the query can be accessed using the ${} format to access the "row" context variable. e.g. ${row['field_name'].data} will substitute the field_name into the drilldown.

    System names for reports can be obtained by pressing CTRL+ALT+T while the report is in the active tab.

    Use either systemName, templateInstanceId, or templateName in the syntax, based on the following use cases.

    systemName - The required prefix for drilldowns to factory-shipped, out-of-the-box reports that cannot be customized with either the SQL Template Designer or the Dynamic Template Designer.

    templateInstanceId - The required prefix for drilldowns to Report Templates created with the Dynamic Template Designer.

    templateName - The required prefix for drilldowns to Report Templates created with the SQL Template Designer.

    <displayReportName>&<fieldName>

    Insert the specific report systemName, templateInstanceId, or templateNamealong with the &<field Name> that is to be supplied by the parent report.

    To identify the system name or ID of an existing report, generate that report and in the active browser window type:CTRL+ALT+T

    Two types of names are displayed:

    • System Name (systemName): For factory-shipped reports that cannot be customized, use this name for the displayReportName.

    • Dynamic Template ID (templateInstanceId): For Report Templates created with the Dynamic Template Designer, use this number in place of displayReportName.

    Note that for a Report Template that was create with the SQL Template Designer, CTRL+ALT+T does not display the templateName. A Template Name must be configured.

    See Using SQL Templates for Drilldowns.

    =${row['<field_name>']}.data

    The syntax required for the field name specification.

  4. Click OK in the drill down window.

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Using SQL Templates for Drilldowns

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