Drill down reporting is a powerful feature in Workday Adaptive Planning Web Reporting. It allows businesses to dive deeper into data for more precise insights. Here’s a quick guide to understanding its benefits and how to use it effectively.

Why Drill Down Reporting is Crucial

• Uncover Hidden Insights: Identify trends or issues not visible at a high level (Can see variances or changes at children levels, accounts, dimensions and attributes).
• Better Decision-Making: Understand why performance changes, helping refine strategies.
• Targeted Reporting: Focus on specific metrics relevant to your department or team (marketing, sales, product, expenses, personnel).

How to Use Drill Down in Web Reporting

1. Go to Web Reporting and click on the “Edit” button on the report you are working on.

2. Select the “Report Properties” gear on the back end of the report.

3. Choose which Adaptive elements you want available for the drill down and click “Apply” (levels, accounts, attributes, dimensions). This also helps clean up the drill down options.

4. Save and run the report and go to the front end and click the component you want to drill.

5. See the drill down and continue to drill into elements depending on the detail you want.

6. Once you are at the level of drill detail you want, click the “i” to see what your drill down consists of for the intersection of data. Make sure to click the “arrow” after you are done to return to the undrilled down report. DO NOT SAVE AT ANY DRILL DOWN VIEW! This will cause the report structure to change to the saved view.

Revelwood is more than just a Platinum Workday Adaptive Planning partner — we’re a trusted advisor to the Office of Finance. With 30 years of experience and award-winning expertise, we bring together powerful software, proven best practices and pre-built, ready-to-deploy solutions that accelerate time to value. Our team doesn’t just implement technology — we help finance teams transform the way they plan, analyze and make decisions. Discover how Revelwood can help you get the most out of Workday Adaptive Planning — and achieve results that matter.

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