---
title: "Dashboard Report Drill Downs"
slug: "r365-intelligence-report-drill-downs"
description: "Drill down, up, or across attributes in AI Dashboard visualizations. Right-click for drill targets, undo drilling, or clear drill conditions."
updated: 2026-04-13T15:33:31Z
published: 2026-04-13T15:33:31Z
canonical: "docs.restaurant365.com/r365-intelligence-report-drill-downs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Report Drill Downs

This article covers drilling down in R365 AI Dashboards, an R365 add-on feature.

Data can be drilled down on a dashboard. Drilling down on data allows it to be viewed at levels other than what appears in the visualization. It is possible to drill down, up, or across attributes and select metrics.

---

## Drill On an Attribute

To drill down on an attribute, first open a dashboard.

> Drilling can be done from dashboard view mode or edit mode.

After opening the dashboard, follow these steps:

**1) Locate the visualization and attribute or attribute element to **drill.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3b80659b-de1b-47cf-acee-76d8059c9792.png)

**2) **Right-click** the attribute to open the dropdown menu.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f0045d2d-438b-4f8d-902b-7d45b1c7929f.png)

**3) From the dropdown menu, select **Drill** and the object to drill.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/d32c63a0-a893-43d7-aae9-8c4cfce82baf.gif)

> [!WARNING]
> When **Drill** is selected, the drill options available will be all the attributes from the Datasets Panel, aside from the one currently being drilled. It is not possible to drill into a data object that has not been added to the Datasets Panel.

---

## Undo Drilling

To undo drilling, click the **Undo** button ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b025e8fe-8118-4d33-988a-bbb4f62fbddb.png) from the top left corner. This method works for drilling done in view mode or edit mode.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/fed7f9ff-faef-4f47-b468-c5f127dcf4c2.gif)

If the drill was on an attribute element, drilling can also be removed from the visualization by following these steps:

**1) Hover over the visualization to display the **remove filter icon** in the top left corner, then click the icon.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1VTX87R1.png)

**2) Click **Clear Drill Conditions.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/3023b35a-e9fb-4b33-99bc-1466de7efa86.png)

**3) In the Editor pane, **replace or remove** any attributes or metrics that were added or removed as part of the drilling.**

> **Example**
> 
> If Fiscal Year was drilled down to a single Fiscal Month, remove Fiscal Month from the Editor pane and replace it with the original attribute, Fiscal Year.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/fc7b04f9-a1b5-41a9-b2cb-ce730f223fa1.gif)