Parent Child List View Reporting

[Kevin Recio]

I am trying to create a query or report that shows a list of records organized by parent record that also shows the parent record. I seem to only be able to get a list of records organized by parent but does not show the parent. Here is an example:

I'm able to create a list of records and they are grouped by parent, however the actual parent is not included since the parent record itself does not have a parent.

I've looked in the native report builder as well and didn't find any function to create a list that has both parent and child records listed and organized by parent.

I do understand you can simply click into the linked parent record in the respective column, but from a user perspective it would be more helpful to have the parent and its metadata listed similar to the children records.

[James Chun · Accepted solution]

Hey @Kevin Recio,

Not sure if this will work for your use case, but have you seen the 'Hierarchical list' - servicenow.com/community/next-experience-articles/all-about-data-resources-in-ui-builder/ta-p/2360643

Cheers

[Bert_c1]

Hi @Kevin Recio.

In your report, you can 'dot-walk' to fields on the parent record. See:

dot-walking-examples

Like in the screenshot:

two fields are from the 'parent' record in the above, add what you like.