The (Enhanced) Drilldown Report Chart Dashlet

by Paul Scondac on March 23, 2017

This functionality is now directly available in Sugar as of version 7.10.0.0.

We recently updated the Drilldown Report Chart Dashlet, a Sugar customization, and part of our uTilities library. Our previous Drilldown Report Chart Dashlet (seen below) allows users to click on the drilldown link on any report based dashlet and open the underlying report in a new browser tab.

The updated version further facilitates navigating through charts by allowing users to click on any element of a chart to see their detailed data.

Using the Drilldown Report Chart Dashlet's New Features

After the module is installed, go to any dashboard where you have set up chart dashlets.

Hover over the tile of the chart which you want to open, and click on it.

The drill will open and display the data of that report (as seen below).

Another addition of the updated Drilldown Report Chart Dashlet is a preview button next to any related field. By clicking on it, you’ll be able to view a detailed report of the record, which updates were made, and by whom.

The Predefined Colors feature of this module allows users to configure default element colors based on their value. This functionality may be used to keep a color consistency across all your charts. This panel can be found in the Administration page.

For instance, the default colors on the “Accounts By Type By Industry” report are the following:

Using the Predefined Colors panel, we updated the colors of “Undefined” and “Banking”.

The chart elements' colors will be updated after you’ve saved your changes in the panel. You can view the updated chart below:

The updated Drilldown Report Chart Dashlet’s functionality is also carried over in the list view of any module. For instance, if you’ve configured a chart dashlet inside a list view (in this case, Opportunities), you’ll be able to click on any element of that chart to view the contents of it.

For more details, watch the video below to see the full functionality:

 

The Drilldown Report Chart Dashlet is a part of our uTilities Customizations for Sugar. Contact us if you'd like us to deploy it for you, or learn more about our uTilities products.

Find similar articles in these categories:

PRODUCTS: SugarCRM uTilities: Sugar Customizations

AUDIENCES: Administrators End Users

Paul Scondac
Marketing Manager at UpCurve Cloud
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