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SankarSankar 

Hierarchical Reports

Is it possible in sf, to generate reports if the objects are in a hierarchical structure.

 

 

Object1

   |

  Object2

     |

    Object3

      |

      Object4

 

1. Is possisble to generate a report such that it display custom fileds in the hierarchy?

2. In the above example if Object3 is choosed then a report should hold the cutom fileds of object3 and object4. Is this possible.

 

 

Thanks

Sankar 

MATTYBMEMATTYBME

Have you tried Custom Report Types?

 

Setup>App Setup>Create>Report Types.

SankarSankar

Matty, 

 

Thanks for your reply. 

 Oops its my mistake, for the above scenario Report Types will solve the issue. I need to generate hierarchical report for same object type. is that possible.  I found a link(given below), which is showing a tree structure of hierarchical objects. 

http://sites.force.com/appexchange/listingDetail?listingId=a0N300000016chCEAQ

I want to know whether any components available to generate reports also would like to know experiences or logics/ideas of generating such hierarchical reports. 

 

Descripting with an example

     Root
        -----  Org1
                    --- Dept1
                    --- Dept 2
                    --- Dept 3
        -----  Org2
                    --- Dept1

This is represented as a single object with Hierarchical relationship (Allowing n Level )

Transaction captures the information at which node it has happened. Need to generate a report which would consolidate the transaction at each of the hierarchy level. 

How to Do this ?

 

--sankar

Message Edited by Sankar on 10-28-2009 10:06 PM