Clicking a dashboard widget

Click a bar, a slice, a point, a table line or a stat tile's number to open the rows behind it, and switch the click off for one widget.

On a dashboard you can click a widget to see the rows behind what you clicked. The report behind the widget opens, filtered to the bar, slice, point, line or number you chose.

Point at a bar, a slice or a point. The hover box ends with Click to see the rows when a click opens something.
Click it. The report opens with a bar at the top that says what it is showing.
To remove the clicked values, choose Show everything.
To return, use your browser's Back button. The dashboard comes back with the filters and the Group by you had set.

Hold Ctrl, Shift, or Cmd on a Mac, while you click to open the rows in a new tab. The middle mouse button does the same.

What each click opens

You click	The report opens on
A bar of a bar chart or a horizontal bar	The rows of that bar
A bar of a chart with a Series	The rows of that group and of that series. With periods as the series, the rows of that group over the dates of that period. A click beside the bars, in the same group, opens the whole group.
A bar or a point of a chart with two measures	The rows of that group. A bar follows the drill-through of the first measure's column, and a point of the line the drill-through of the second's.
A slice of a pie or a donut	The rows of that slice
A point of a line chart	The rows of that point. With a Series column set, the rows of that point on that line. A click beside the points, in the same column, opens the rows of every line at that date.
The name on a line of a grouped table	The rows of that line
The number of a stat tile	The rows the number adds up
A figure of a comparison table	The rows of that line, for the dates of that column. A section total opens its section.
A point of a comparison trend	The rows of that point's dates, in the period of its line. March of the year before last opens March of that year. A click beside the lines opens the dates of the period reported. A point of a second measure follows the drill-through of that measure's column.

A chart on a report's own page works the same way. There, the click narrows the table below the chart.

The filters the report opens with

The report opens with these filters set:

The value you clicked, on the column the widget is grouped by. A group with no value opens the rows where that column is empty. For example, click the bar with no name to see the transactions that have no name.
The widget's own filter, each of its conditions, such as Direction is Paid to. is any of opens the report on the same values ticked. Several values ticked on a number or a date column cannot be carried, and the report then opens with more rows than the widget counted, never fewer.
The dashboard's filters that apply to the widget, and any filter set on a table widget over the same report.

Where two of these name the same column, the value you clicked wins, then the widget's filter.

A widget grouped by year, quarter, month or week opens the matching dates, including when the dashboard's Group by sets the grouping. Click the bar for the third quarter of 2026 and the report shows July to September 2026.

Which report opens

A click opens the report behind the widget, with one exception.

When that report has a drill-through on the column the widget adds up, or on the column it is grouped by, the click follows it and opens the detail report. A widget over a summary such as Spend by Vendor by Month then lands on the transactions, not on one summary row.

The drill-through's lines decide what the detail report is filtered by:

A line filled from the column you clicked carries your value.
A fixed value is always carried.
A line filled from a column the click says nothing about is left out. For example, a click on a vendor's bar carries the vendor and not a month.

You set the drill-through up once, on the report. See Drill-through.

An author can also point one widget at another report. That choice comes before the drill-through. See "For authors" below.

What is not clickable

The Other slice of a pie or a donut with more than eight slices. It stands for several values at once.
A table that lists the report's own rows. Its links work as on the report.
A statement and a text note.
Any widget while you edit the layout. A click there selects the widget, and a drag moves it.
A widget on a NetSuite home dashboard. Use Open report in its header.
A widget whose detail report you may not open, or whose author pointed it at a report you may not open.

A dashboard shown inside another app opens the rows in a new tab of Advanced Reports, so the other app's page stays where it is.

For authors: choose what a click does

Every widget is clickable unless you say otherwise. Widgets saved before version 1.16.0 are clickable too.

Open the dashboard, click the gear icon and choose Edit dashboard. On a report, choose Edit Layout there.
Select the widget.

In the side panel, under When clicked, set A click:

Choice	A click
Opens the report	Opens the report behind the widget, or its detail report when it has a drill-through. This is the default
Opens another report	Opens the report you pick under The report it opens
Does nothing	Is switched off for this widget

Read the line under the choice. It says what a click does on that widget.
Choose Save dashboard, or Save layout on a report.

About Opens another report:

The list holds the reports you may open. The app stores your pick by the report's export key, so it survives Import / Export.
The value clicked and the filters in effect narrow the other report on its columns of the same name. A value with no column of that name there narrows nothing.
A reader who may not open that report gets no click on the widget. The server decides this for each reader, as it does for a drill-through.
Until you pick a report, a click opens the report behind the widget.

Keyboard and mouse

Widget	Mouse	Keyboard
A table name, a stat tile's number	Click, middle button	Tab to it, then Enter. They are links.
Bars, slices and points	Click anywhere in the bar's band. Middle button on the bar, slice or point itself for a new tab	Tab to the chart, which stops on its first bar, slice or point. The arrow keys move to the others, Home and End to the first and last. Enter or Space opens the rows.

A bar, slice or point that has the keyboard shows a dark outline, and a screen reader reads its name and value, for example "ACME: $1,200. Opens the rows behind it." Hold Ctrl, Shift or Cmd with Enter to open a new tab. A slice or point that leads nowhere is skipped.

If something looks wrong

What you see	Why, and what to do
A click does nothing	The widget is set to Does nothing, or you are editing the layout, or you may not open the detail report. The hover box then has no Click to see the rows line.
The report opens on no rows	A filter of the dashboard or of the widget leaves nothing for the value you clicked. The bar at the top lists the filters. Choose Show everything.
The report that opens is not the one named on the widget	The report behind the widget has a drill-through on that column. The click follows it to the detail report.

#Open the rows behind a widget

#What each click opens

#The filters the report opens with

#Which report opens

#What is not clickable

#For authors: choose what a click does

#Keyboard and mouse

#If something looks wrong

Open the rows behind a widget