Hello All,
I’m working on a project where the goal is to build a dynamic, user‑friendly Report/Dashboard that visualizes software license allocation and cost across users, based on our organization hierarchy.
Constraints:
We do NOT have Performance Analytics in our instance.
The report needs to be dynamic, not dependent on static filters.
Out‑of‑box reporting features currently only show individual record costs — they don’t roll up the costs of all reportees under a given manager.
What I’m looking for:
An approach to aggregate license costs cumulatively up the hierarchy (manager → their direct reports → their reports’ reports, etc.)
A way to present this in a dashboard or visual report that updates dynamically as the hierarchy changes.
- Any examples, scripts, or configurations others have used to achieve similar roll‑ups without PA.
What I have referred so far (Recent ones are mentioned, not exhaustive list however):
- Report based on Management Hierarchy [Recommendations in this post]-
💡Fixed filter upto a certain depth -❌ defeats the purpose of dynamic filter, still would only show the individuals records in report not cumulative
💡interactive filters on dashboard -❌ would only show only the individuals records in report not cumulative - Report based on Org Chart/Management Hierarchy(by different author) [Recommendations in this post]
💡Database view-❌ still would only show the individuals records in report not cumulative / wont roll-up. - My custom script include to return all the sys ids of the users and make a report out of it
Shows only the individuals records in report not cumulative
Has anyone implemented something like this OOB or with minimal or full customization? Any guidance, patterns be greatly appreciated.
Thanks in advance.
Sharique Azim
