---
title: Drill-in
slug: drill-in
docTags: 
createdAt: 2025-08-11T11:12:45.000Z
---

**Drill-in** is what happens when you **click a data mark on a report chart** (a bar, slice, line point, heat cell, Sankey link, and so on). **Turbine** turns that click into **report filters** so the **record list** matches the segment you chose. Filters that came from the chart often show a **chart icon** next to them.

**Drill-in is not** opening a single record from the table (for example clicking **Case Name** or **Tracking Id**). That action opens the record. Drill-in **changes which rows appear** in the table by **adding or updating filters**.

## Where Drill-In Runs (Two Places, Same Rules)

The chart click is always turned into **filters on the report**. What differs is **whether you are already on the report page**.

| Where you click                              | What happens                                                                                                                                                                                                                                     |
| -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Report page (Search)** with the chart open | Filters update **on the current page**. The table refreshes to match. You stay on the same URL.                                                                                                                                                  |
| **Dashboard** card that shows the chart      | **Turbine** opens the **same report** in **Search**, carries over **dashboard-level filters** that apply to that card (including **All Filters** and the dashboard date range), and adds drill-in filters from your click **when Search loads**. |

**Same chart-click rules** in both places. Drill-in from a dashboard should show the **same filtered context** you saw on the card, plus filters from your click. If the table still looks wrong after drill-in, check **permissions**, **unsaved report changes**, **chart configuration**, or a **known limitation** in the section below—not a different drill-in path for Search versus dashboard.

## Use Drill-In on the Report Page

Complete Part 1 if you do not have a chart yet. If a chart is already visible, start at Part 2.

### Part 1 — Show a chart (required)

Drill-in runs only when a chart is configured and rendered **above** the record table.

1. Open the report (for example from **Reports** in the sidebar).
2. If you see **+ Add Chart**, select it.
3. Use the **QUERY** tab to add **measures** and **dimensions** until the chart preview is valid.
4. Pick a chart type until the chart draws.

### Part 2 — Click the chart

1. Click a **visible data mark** on the chart (not empty background).
2. Open **Filters** in the toolbar. New conditions should reflect the values you clicked (filters may show a chart-related icon).
3. Confirm the **record table** below reflects those filters.

:::hint{type="info"}
**Filters** is also where you build **manual** conditions (Condition Builder). Drill-in **adds** filters when you click the chart. Manual filters and drill-in filters can both apply together.
:::

## Use Drill-In From a Dashboard

1. Open the **dashboard** and find the **report card** that shows the chart.
2. Note any **All Filters** or **date range** on the dashboard that apply to this card. Those filters should appear in **Search** after drill-in, together with filters from your chart click.
3. Click a **visible data mark** on the chart (not empty background).
4. Wait for **Search** to open that report.
5. Open **Filters** in the toolbar. You should see drill-in conditions from your click (they may show a chart-related icon), plus dashboard filters that apply to this report.
6. Confirm the **record table** reflects the segment you clicked **and** the dashboard context you were viewing.

:::hint{type="info"}
**All Filters** apply only to report cards whose report belongs to the **same application** as each filter entry. The dashboard **date range** applies when the card uses the dashboard global date range. See [Dashboards](docId\:Hv315wXqWovtBsQtbRuJj) for how dashboard filters merge with each report’s saved filters.
:::

If Search does not open, verify you can open the report and records (permissions).

## Which Groupings and Fields Drill-In Supports

The chart **dimensions** (how the date or category field is grouped) control whether drill-in can build a useful filter. For typical **date** and **date and time** groupings such as **calendar day**, **week**, **month**, **quarter**, and **year**, drill-in **fully** builds filters (exact filter shape depends on the grouping).

**Known limitations:**

| Situation                      | Expected result                                                                                                                                                                                                                                                                                                                                                                                                            |
| ------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Group by day of week**       | Drill-in does **not** reliably narrow the table to the bar you clicked. Use **Group by day** (calendar), **week**, **month**, or similar, or set **Filters** manually.                                                                                                                                                                                                                                                     |
| **Group by hour**              | Same as day of week. Prefer another grouping or manual filters.                                                                                                                                                                                                                                                                                                                                                            |
| **Report filters that use OR** | When the saved report defines **OR** between conditions in **Filters** (Condition Builder), drill-in may not preserve every applied filter in the same way as on the dashboard. The chart on the dashboard and the record table in **Search** after drill-in can show different rows. Drill-in is most reliable when filters use **AND** logic, or when the report has no preconfigured filters beyond what drill-in adds. |

Other dimensions (lists, references, user groups, and so on) generally map to **equals** or **contains** style filters. Clicking an **Other** bucket on a chart can add **does not equal** filters for every value that is not **Other**.

Some chart types use **special click handling** (for example **Sankey** and **percent gauge**). The details follow the same idea: click → filters on the report.

## Saving After Drill-In

Drill-in updates the **report’s filters** in the session. To keep those filters on the report for next time, **save the report** (if you have permission). If you do not save, navigating away may drop unsaved filter changes depending on your workflow.