Report Editor

Create your own custom drilldown layouts.

You can do the following:

Set sort and subtotal options.
Remove columns.
Move columns.
Add columns from the available columns panel. This panel can be filtered by category and by searchingfor a specific name by typingin the filter panel.
Save as a template. This will create a template that can be used to drill down to. See Drill Using a Saved Template. If you tick the checkbox, you will automatically be taken to the Save Template Layout.

When adding new columns to a layout, ensure to format them in the desired Excel format before saving the template.

In addition to these customizations you can also do the following on the Excel sheet directly:

InsertExcel calculated columns.
Customize your formatting including number formats, colors, fonts etc.
Add other Excel objects above or below the drilldown report e.g. totals, other Excel functions, charts, pivot tables etc.

Sub Totals

This feature will add a sub total to the report for each change in value of the field being grouped by.

Identify which field you want to group by and flag it in the “Group By” row.
The group by fields must also be sorted for the sub totals to make sense. Set appropriate sort options on the field being grouped by.
Flag the numeric fields that you want totals for in the “Sub Total” row.
The next time you populate data into this layout the sub totals will be calculated and displayed.

When adding sub totals to a layout, you should remove any Excel Sum formulas on those columns being sub totaled as these sum formulas would no longer provide the correct values.

Save your custom drilldown layout for future reuse:

Field Name	Description
Template Name	A new name used to identify the new template.
Set as Default	Set this template as the default to use when executing a drilldown.
Public	Mark the template Public. Public templates are stored in the Shared Templates Drive and are accessible by other users. Drilldown templates can only be marked Public if the Shared Templates Drive feature has been configured. Although Public drilldown templates are stored in the Shared Templates Drive, the files are not visible from the Shared Templates Navigator. Public drilldown templates can only be changed or deleted by the owner or a user granted the Wands System Administrator profile.
Description	A description of the new drilldown template. The description field is only active if the drilldown template is marked as Public.