Report based on Management Hierarchy

[MireilleEdwards]

Hello all!

Within Report Designer we'd like to be able to filter based on the reporting structure of a specified individual.  For example, I'd like to create a report of Incidents closed last month in Assignment groups where the group Manager reports into Steve Austin's organization.  Steve Austin is a DVP and the Assignment group managers could be several levels down from him.

This use case seems to be similar to the question posed in this earlier post:

Report based on Org Chart/Management Hierarchy - ServiceNow Community

There was a suggestion posted in that thread about using "Performance Analytics 301 from K19" but I can't find that information on Now Learning. 

Does anyone know of a way that we can accomplish this so that people using Report Designer have access to that sort of filtering?  I'm trying to stay away from PA and breakdowns because we have a very large number of Assignment groups and I want to give regular report users the flexibility to create their own reports focused on their areas.

FYI, we're currently on the Utah release.

Thanks in advance for any and all inputs!

Mireille

[DanielCordick]

Hey @MireilleEdwards 

you could try to give interactive filters a shot

https://docs.servicenow.com/en-US/bundle/utah-now-intelligence/page/use/dashboards/concept/c_Homepag...

interactive filter types:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/dashboards/reference/r_AvailableHo...

Mark ✅ Correct if this solves your issue and also mark 👍 Helpful if you find my response helped in any way

[MireilleEdwards]

Hello,

Thanks for the reply but unfortunately regular interactive filters can't accomplish the type of filtering I'm trying to achieve.  I need something that can figure out whether a given individual is part of a certain reporting hierarchy.  I was thinking that some kind of scripted filter might be possible, but I'm not sure where to start with that.  When I saw the reference to the K19 lab, I was hoping that someone had already identified a successful approach to getting the information that we could use as a starting point.  No idea how to get that lab information though.

Thanks,

Mireille

[Tsura Andreeva]

We had similar request, where they wanted to know for a name 5 levels deep, if he is a manager, or a manager of a manager and so on, 

this is what we did in the filter

[MireilleEdwards]

Hello,

Thanks for the suggestion.  I was hoping for something that would figure out the relative relationships dynamically.  But I can see how your approach could be a viable alternative when we already know how many levels deep we need to go. 

Thanks so much for sharing!

Mireille