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

[poyntzj]

My preferred way here is to call a script include passing the name of the manger and then use that and return a list of sys_id's.  when looking at a breadcrumb as a user it is a lot neater and takes up less header space

[Ben_Barker]

Hi!

We've had that request as well!

Nothing OOTB available, but it's possible. Unless you did it like Tsura Andreeva, it would probably be a really slow query (perfomance issue) to launch, asking the platform to go calculate on every single record if the business unit is a match or not, so I'm personally keeping my hopes down on this for something OOTB.

What we did here is create the fields on the user table for the 5 possible levels of hierarchy, and populate them with a Business Rule on every business unit update. That way we're easily able to grab every user from any level of hierarchy.

I hope it helps or inspire!