See the records behind a number
Click any tile, bar, slice or heatmap cell to list the cases, emails, chats, deals or survey responses it counts.
For: Everyone with Reports accessSteps
- On a dashboard, select a number, a bar, a slice of a chart or a cell in the heatmap — or View records on a card.
- The list shows the records behind that number, with the filters you clicked shown above it.
- Open a record from its number to work on it.
- Select Load more to see further records, newest first.
- Select Export CSV to download the list (needs the Reports export permission).
Good to know
- The list always uses the same rules as the dashboard, so the count and the records agree.
- A CSV export of a drill-down is limited to 10,000 rows and is recorded in the audit log.
Still need help? Contact support