Building a drill-down between reports

Last updated: November 12, 2026

Overview

A drill-down lets someone start from a high-level report and move to more detail in a few clicks, for example from an accounts overview to one account type, then to a single account.

In gaiia, you build a drill-down by linking custom reports to each other. In this article, we'll be covering how to add links between your reports, how to drill into a chart's data without building anything, and how to get click-through links on charts and tables.

Adding links to a report requires the Analytics > Reports > Custom report workbooks > Edit permission.

Link reports with a text tile

A text tile holds formatted text, including links. A link to another report opens that report inside gaiia, so the reader stays on the same page.

Before you start, open the report you want to link to and copy its ID: the last part of its address in your browser. For example, in .../reports/omni/custom/a1b2c3d4, the ID is a1b2c3d4.

Always start the link with /dashboards/. A full web address, such as one starting with https://, opens a separate tab outside gaiia, and the report won't load there.

  1. Open the report where you want to add the link and select Edit.

  2. Select Add, then Text. A text tile appears on the dashboard.

  3. Double-click the text tile to open its editor in the panel on the right.

  4. Replace the placeholder text with your link, using the report ID you copied:

    [Open the region view](/dashboards/a1b2c3d4)

    The text in square brackets is what readers see. You can add several links in one tile, for example a "Back to overview" link on each detail report.

  5. Click anywhere on the dashboard to close the editor, then select Publish.

Readers need access to the linked report. If it hasn't been shared with them, the link opens an access error instead of the report.

Drill into a chart's data

Every chart and table can show the records behind a value, with no setup. This works on built-in dashboards and on your custom reports.

  1. Hover over a bar, point or cell in a chart.

  2. Click it to open its menu.

  3. Select Drill into followed by the measure's name, for example Drill into Account Count.

A window opens with every record behind that value, for example each residential account counted in the bar you clicked. The value you clicked appears under Filters, and you can select Download to export the records.

The menu only opens when you click directly on a value. If nothing happens, hover over the bar first, then click.

Add click-through links to charts and tables

A chart or table can also open another report already filtered to the value you clicked. For example, clicking the "Residential" bar in a chart of accounts by type opens another report showing only residential accounts. The link appears in the value's menu, below Drill into.

These links can't be added from the report editor. To set them up, contact gaiia support and include:

  1. The report and the chart or table that should hold the link.

  2. The report it should open.

  3. The value the opened report should be filtered by, for example the account type or the account name.