[Although I was already aware of the accepted solution, my intention was to check for alternative methods. I’ve marked the question as closed to recognize and appreciate the contribution of the fellow member.]
UPDATE- I was able to make it work somehow via UI Builder and next experience, will update a blog post someday as there are no documents or samples available from servicenow side. However the approach is very complicated - Check the comment below the solution, to understand how it looks.
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.
Example 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
Yes @sizzleMcFace , you’re correct — this approach works fine for a single‑score setting, but it doesn’t translate well to bar charts or stacked bar charts.
At best, it can flatten the user hierarchy, meaning all users would appear together in a single chart regardless of their reporting structure.
Lets take an example of organization hierarchy
In your solution, Olivia’s data would appear alongside Harper, Noah, and James — who are in completely different parts of the hierarchy — which is inaccurate.
What I'm expecting
A chart that:
Groups only the direct reportees of the selected manager.
For each direct reportee, displays the cumulative cost that includes all of their subsequent reportees at every level beneath them.
If a different manager is selected, the chart should update to show their direct reportees, each with the cumulative cost of their own reporting tree.
Hierarchy levels must remain intact — no mixing of users from different branches or levels in the same grouping.
- Stacking them based on the software license(ill do this part later)
