The dashboard and reporting tools are helpful but we have run into a gap in the ability to drill down into data. The current capabilities allow you to build a visual report (i.e. bar, line, pie) and click on data elements to see the line items backing the data. However, when analyzing larger data sets it is sometimes too much data to look at when you drill straight into the detail. An ideal approach would allow you to click on a data point in a parent report and it drills into a child report that is filtered based on what data point is selected.
For example, our organization has an MDA data set of all the activity for a client by contact throughout the year (i.e. Demos, Webinars, Conferences, Exec Meetings). We have a client dashboard that shows activity by quarter by client. (see below)
Currently we can only click on an element and drill down to detail items including the contact, activity name and date. We have built additional reports that aggregate the activity further so we can see attendance on specific items. In the screen shot below you can see a further aggregated report for webinars by webinar name. From here we can then drill into a tabular report that allows us to see which contact attended.
This functionality makes the data much more actionable and allows you to analyze and answer questions much faster. Right now we are finding ourselves having to build a lot more reports and dashboards than needed because there isn't this advanced type of drill-down capability.
Please let me know your thoughts.
Thank you.
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