{"id":23810,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/hierarchical-reporting-1\/"},"modified":"2025-03-02T22:10:02","modified_gmt":"2025-03-03T06:10:02","slug":"hierarchical-reporting-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/","title":{"rendered":"Hierarchical Reporting"},"content":{"rendered":"<p>This feature works with Column Reports, Treegrid Reports, Summary Reports, Matrix Reports, Charts, Planning Reports and Calendar Reports.<\/p>\n<p>Your administrator will have defined hierarchies for reporting. These allow you to select records at a parent level, and at up to seven child levels for reporting. You may choose to view different fields on a column report for each of the different hierarchy levels, and you may apply different filters to each of the hierarchy levels. In addition, there are functions available that allow you to aggregate the count of the number of issues at each level in the hierarchy.<\/p>\n<p class=\"textGreyBg\"><b>Note<\/b>: You must be in the <b>Advanced Query Screen<\/b> mode to create reports that use reporting hierarchies.<\/p>\n<p>An example of a hierarchy report is that you may want to show a list of all issues by customer, showing details from the <em>Customer<\/em> business area for each customer, while showing details from the <em>Customer Issues<\/em> business area for each issue. The following screen shows how this may be set up.<\/p>\n<p><img decoding=\"async\" style=\"width: 95%;\" src=\"\/v25\/extraview-media\/images\/ug\/querying_reporting\/report_editor_hierarchy3.png\" \/><\/p>\n<p><span class=\"imageCaption\">Creating a hierarchical report<\/span><\/p>\n<p>First, make certain you are in <b>Advanced Query Mode<\/b>. Next, you select the hierarchy from the available list of hierarchies within the options section of the report design screen. When you do select the hierarchy, the screen refreshes and you will see a field selection list for each level of the hierarchy, as well as a set of filters to be used for each level of the hierarchy.<\/p>\n<p>The report output will show all the fields selected at all levels of the hierarchy, in the order they appear over all the selection lists.<\/p>\n<p>For each level of the hierarchy, you can apply any filters required for that level in the hierarchy.<\/p>\n<h3>Hierarchical Options<\/h3>\n<p>The following options apply to the child levels of the report filters you select.\u00a0 Consider the parents with their children in this diagram:<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/v25\/extraview-media\/images\/ug\/querying_reporting\/hierarchies.png\" \/><\/p>\n<ul>\n<li><b>Include parents without children<\/b> &#8211; In this case, all parents (John, Mary and Sheila) and all the children (Alison, Oscar, Leslie, Julie and Sophie) will be selected and displayed on the results.\u00a0 The default if this is not selected as an option is that only John and Sheila and their respective children will be selected to display within the results.\u00a0 This option is not supported for Charts<\/li>\n<li><strong>Exclude parents with children<\/strong> &#8211; John and Sheila both have children, so only Mary will appear within the results.\u00a0 This option is not supported for Charts<\/li>\n<li><strong>Perform aggregate function on results <\/strong>&#8211; This option allows the COUNT of the items at the child level.\u00a0 Other aggregate functions are also available.\u00a0 If we select the <b>Include parents without children<\/b> option and count the ID field on the child level, we will get the count of John = 2, Mary = 0 and Sheila = 3 on the report output.\u00a0 See below for additional details.<\/li>\n<\/ul>\n<p>After following these instructions, you may see a Column report similar to the next screenshot.<\/p>\n<p><img decoding=\"async\" src=\"\/v25\/extraview-media\/images\/ug\/querying_reporting\/sample_output_hierarchial_report.png\" width=\"95%\" \/><\/p>\n<p><span class=\"imageCaption\">Sample output of Hierarchical Report<\/span><\/p>\n<p>Column reports support a special type of hierarchical reporting, called side-by-side hierarchies.\u00a0 Reporting hierarchies are defined with a chain of descending levels, such in ways such as parent, child, and grandchild levels.\u00a0 With side-by-side hierarchies, the user can select multiple, independent hierarchies, all with the same base (top) level, and place the results side-by-side on the report output.\u00a0 For more information, click <a href=\"v25\/column-reports-1\/\">here<\/a>.<\/p>\n<h3>Aggregation<\/h3>\n<p>In the report editor, you can turn on aggregate counting functions for child levels within a hierarchical report. For example, you may want a count of <em>Fixed<\/em> issues for each customer. This implies that you need to display each customer from the Customers business area and then count the <em>Fixed<\/em> issues.<\/p>\n<p><img decoding=\"async\" style=\"width: 70%;\" src=\"\/v25\/extraview-media\/images\/ug\/querying_reporting\/aggregate_functions.png\" \/><\/p>\n<p><span class=\"imageCaption\">Aggregate functions<\/span><\/p>\n<p>This may be achieved by a variant of the above report. First, you check the box against the prompt <b>Perform aggregate functions on results<\/b>. The list of fields at the child level of the query (in this case the <em>Issues<\/em> level) will clear. Select a field and you may then use your right-hand mouse button to access the output options for the field. In our example, we can <em>count<\/em> the ID\u2019s with an additional filter of <b>Status<\/b> = <em>Fixed<\/em> to achieve the results we would like to see. This selection process may result in a report something like:<\/p>\n<p><img decoding=\"async\" style=\"width: 70%;\" src=\"\/v25\/extraview-media\/images\/ug\/querying_reporting\/aggregate_report_count_fixed.png\" \/><\/p>\n<p><span class=\"imageCaption\">Aggregate report showing count of Fixed issues<\/span><\/p>\n<p>The complete list of aggregate functions you can use is:<\/p>\n<table class=\"border\">\n<tbody>\n<tr class=\"tableHeaderRow\">\n<td>Function<\/td>\n<td>Purpose<\/td>\n<\/tr>\n<tr>\n<td valign=\"top\">Count<\/td>\n<td>This will count the number of child records within each parent record that match the selection filters<\/td>\n<\/tr>\n<tr>\n<td valign=\"top\">Sum<\/td>\n<td>This will sum the total of the numeric value of the child records within each parent record that match the selection filters<\/td>\n<\/tr>\n<tr>\n<td valign=\"top\">Min<\/td>\n<td>This will show the minimum numeric value of the child records within each parent record that match the selection filters<\/td>\n<\/tr>\n<tr>\n<td valign=\"top\">Max<\/td>\n<td>This will show the maximum numeric value of the child records within each parent record that match the selection filters<\/td>\n<\/tr>\n<tr>\n<td valign=\"top\">Mean<\/td>\n<td>This will show the mean of the numeric values of the child records within each parent record that match the selection filters<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>This feature works with Column Reports, Treegrid Reports, Summary Reports, Matrix Reports, Charts, Planning Reports and Calendar Reports. Your administrator will have defined hierarchies for reporting. These allow you to select records at a parent level, and at up to seven child levels for reporting. You may choose to view different fields on a column&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":23802,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-23810","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Hierarchical Reporting - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hierarchical Reporting - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"This feature works with Column Reports, Treegrid Reports, Summary Reports, Matrix Reports, Charts, Planning Reports and Calendar Reports. Your administrator will have defined hierarchies for reporting. These allow you to select records at a parent level, and at up to seven child levels for reporting. You may choose to view different fields on a column...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/\" \/>\n<meta property=\"og:site_name\" content=\"Product Documentation\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-03T06:10:02+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/\",\"url\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/\",\"name\":\"Hierarchical Reporting - Product Documentation\",\"isPartOf\":{\"@id\":\"https:\/\/docs.extraview.com\/v25\/#website\"},\"datePublished\":\"2024-02-15T22:53:34+00:00\",\"dateModified\":\"2025-03-03T06:10:02+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.extraview.com\/v25\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"ExtraView 25\",\"item\":\"https:\/\/docs.extraview.com\/v25\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"End User Guide\",\"item\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Reporting\",\"item\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"Common Report Functions\",\"item\":\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"Hierarchical Reporting\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/#website\",\"url\":\"https:\/\/docs.extraview.com\/v25\/\",\"name\":\"ExtraView Product Documentation\",\"description\":\"ExtraView Documentation\",\"publisher\":{\"@id\":\"https:\/\/docs.extraview.com\/v25\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.extraview.com\/v25\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/#organization\",\"name\":\"ExtraView Corporation\",\"url\":\"https:\/\/docs.extraview.com\/v25\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.extraview.com\/v25\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/docs-stg.extraview.com\/wp-content\/uploads\/2024\/03\/favicon.png\",\"contentUrl\":\"https:\/\/docs-stg.extraview.com\/wp-content\/uploads\/2024\/03\/favicon.png\",\"width\":512,\"height\":512,\"caption\":\"ExtraView Corporation\"},\"image\":{\"@id\":\"https:\/\/docs.extraview.com\/v25\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Hierarchical Reporting - Product Documentation","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/","og_locale":"en_US","og_type":"article","og_title":"Hierarchical Reporting - Product Documentation","og_description":"This feature works with Column Reports, Treegrid Reports, Summary Reports, Matrix Reports, Charts, Planning Reports and Calendar Reports. Your administrator will have defined hierarchies for reporting. These allow you to select records at a parent level, and at up to seven child levels for reporting. You may choose to view different fields on a column...","og_url":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/","og_site_name":"Product Documentation","article_modified_time":"2025-03-03T06:10:02+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/","url":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/","name":"Hierarchical Reporting - Product Documentation","isPartOf":{"@id":"https:\/\/docs.extraview.com\/v25\/#website"},"datePublished":"2024-02-15T22:53:34+00:00","dateModified":"2025-03-03T06:10:02+00:00","breadcrumb":{"@id":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/hierarchical-reporting-1\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.extraview.com\/v25\/"},{"@type":"ListItem","position":2,"name":"ExtraView 25","item":"https:\/\/docs.extraview.com\/v25\/"},{"@type":"ListItem","position":3,"name":"End User Guide","item":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/"},{"@type":"ListItem","position":4,"name":"Reporting","item":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/"},{"@type":"ListItem","position":5,"name":"Common Report Functions","item":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/common-report-functions-1\/"},{"@type":"ListItem","position":6,"name":"Hierarchical Reporting"}]},{"@type":"WebSite","@id":"https:\/\/docs.extraview.com\/v25\/#website","url":"https:\/\/docs.extraview.com\/v25\/","name":"ExtraView Product Documentation","description":"ExtraView Documentation","publisher":{"@id":"https:\/\/docs.extraview.com\/v25\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.extraview.com\/v25\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/docs.extraview.com\/v25\/#organization","name":"ExtraView Corporation","url":"https:\/\/docs.extraview.com\/v25\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.extraview.com\/v25\/#\/schema\/logo\/image\/","url":"https:\/\/docs-stg.extraview.com\/wp-content\/uploads\/2024\/03\/favicon.png","contentUrl":"https:\/\/docs-stg.extraview.com\/wp-content\/uploads\/2024\/03\/favicon.png","width":512,"height":512,"caption":"ExtraView Corporation"},"image":{"@id":"https:\/\/docs.extraview.com\/v25\/#\/schema\/logo\/image\/"}}]}},"taxonomy_info":[],"featured_image_src_large":false,"author_info":{"display_name":"carl.koppel","author_link":"https:\/\/docs.extraview.com\/v25\/author\/carl-koppel\/"},"comment_info":0,"_links":{"self":[{"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/pages\/23810","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/comments?post=23810"}],"version-history":[{"count":0,"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/pages\/23810\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/pages\/23802"}],"wp:attachment":[{"href":"https:\/\/docs.extraview.com\/v25\/wp-json\/wp\/v2\/media?parent=23810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}