Create Drill-Through Reports

Follow this tutorial to create a drill-through report (a user can click a Category entry to invoke a detail report with Products). This report type keeps the original report compact while still allowing access to more detailed information.

The tutorial involves two main steps:

• Add a master-detail relationship between "Categories" and "Products" reports within one project.
• Use detail report parameters to filter records based on the selected category.

Add a Master-Detail Relationship between Reports

Define a master-detail relationship between Category and Product reports within a single project:

• Select the XRControl's element (Table Cell in this example) in the main report.
• Set its Action property to NavigateToReportAction.
• Assign the ReportSource property to a detail report instance.

If you switch to Preview, you can click on a Category value in the table. The Preview window navigates to the detail report that contains all Product entries. The next step explains how to filter this list.

A Breadcrumb control automatically appears below the Document Viewer toolbar and allows you to navigate back to the original report.

Specify Parameter Binding to Display Required Data

You can specify parameters during detail report navigation. Use the Parameter Bindings property to limit displayed records (such as products) to a selected category.

To invoke the Parameter Binding Collection Editor, click the ellipsis button in the Parameter Bindings property. Within this editor, click the Sync button to automatically obtain detail report parameters and set Binding to the data field or parameter of the original report.

Set Binding to the CategoryID field.

Set the following filter string in the detail report to display product records for the selected category.

Result

Switch to Preview and click on a category entry in the master report. The Preview navigates to the detail report that displays only products related to the selected category.