High-level report metrics tell you what is happening in your business, but the details tell you why. The Drill In feature in Thryv Reporting Center™ lets you click on any summary metric such as total sales or website traffic and instantly view the individual records, transactions, or customer activities that make up that number. Instead of manually cross-referencing data across multiple reports, you can move from a trend to its root cause in seconds and turn a general observation into a specific, actionable next step.

What This Video Covers

This video walks you through how to use the Drill In feature in Thryv Reporting Center, including how to select a report, open the detailed view for a specific metric, scroll to the Drill In dropdown to view individual records contained in that metric, and click View Client Record to navigate directly to that contact's record in your CRM. It does not cover creating or scheduling reports. For those workflows, refer to the related Thryv Reporting Center articles in this section.

How to Use This Video

Watch the full video below to follow along with the Drill In walkthrough. To get started, navigate to Thryv Reporting Center in the left-hand navigation of your Thryv account. Select the report you want to drill into, click on the individual metric to open the detailed view, scroll to the bottom of the window, and click the Drill In dropdown to view each individual record contained in that metric.