How to Drill Down Individual Panel Data
Summary
This How-To Guide provides step-by-step instructions for platform administrators, location managers, frontline staff, and internal teams to perform click-through data inspections within Dashboard Projects in the Loop Experience Platform. By clicking directly into visual chart elements, score cards, and heat maps, users can drill down into filtered underlying survey responses and ticket logs to pinpoint operational root causes while preserving active filter context.
Prerequisites & Permissions
Primary Audience: Platform Administrators, Location Managers, Frontline Staff, and Benbria Internal Staff.
Permissions Required:
Account Owners: Access to perform drill-down inspection and export individual panel visuals across all global and regional Dashboard Projects.
Location Admins: Access to inspect drill-down details and export panel data for Dashboard Projects assigned to their physical locations.
Step-by-Step Instructions
Step 1: Access the Target Dashboard Project
Log in to the Loop Experience Platform.
From the main left navigation menu, click Projects and select Dashboard Projects.
Click the name of the dashboard project containing the data panel you wish to inspect (e.g., Global Executive Dashboard or Location Performance Dashboard).
Step 2: Perform Click-Through Panel Inspection
Locate the specific visual panel you want to investigate (e.g., Bar Chart, or Pie Chart).
Hover over and click directly on the visual data element corresponding to your area of interest:
Chart Slices & Bars: Click an individual pie slice or bar segment (e.g., an unsatisfied CSAT cohort or a specific root cause ticket category).
The platform automatically opens the Drill Down Model on the right side of the screen.
💡 TIP: Use click-through inspection during daily shift huddles—clicking into red cells on a shift heat map allows supervisors to immediately review specific guest comments and take swift corrective action.
⚠️ NOTE: Drill-down response records and exported panel data strictly respect user site permissions configured in Admin / Settings. Location managers will only see underlying survey responses and ticket records corresponding to their assigned physical sites.
Frequently Asked Questions (FAQs)
Q: Does drilling down into a single panel alter the global filters for the rest of my dashboard?
A: No. Clicking a chart element opens a temporary drill-down model modifying the main dashboard layout or affecting other panels on the page.
Q: Why do some survey responses in the drill-down feed lack contact details?
A: Submitter contact information depends on the anonymity settings defined in the corresponding Survey Project settings. If a respondent chose to submit feedback anonymously, their answers and comments remain visible, but personal contact details are withheld.