Example: Territory Reporting Tree

This example builds a two level reporting tree from scratch, grouping data by region and then by company and site underneath each region. A headquarters node, labeled Consolidation, contains North America and Europe as child groups, each with their own filters for the companies and sites that belong to them. Once built, selecting North America shows aggregated data for both its filters combined, while selecting a single filter such as NA10 narrows the data down to that company alone.

The tree uses Company and Site as global parameters, and the site value for each filter uses a wildcard to match every site under that company automatically.

important

To follow along, you need permission to manage reporting trees and existing global parameters for Company and Site.

01

Create the reporting tree

The reporting tree starts as an empty structure with two filter columns, Company and Site, which every node created in the following steps will use.

1. In the navigation panel, select the gear icon to open the Administration page.
2. Select Reporting Trees from the sidebar.
3. Click Add New Reporting Tree.
4. In Description, enter Territory.
5. Select the global parameters for the filters:
   • Filter 1: Company
   • Filter 2: Site
6. Click Confirm.

02

Add the root level group

The root group represents the entire consolidated hierarchy. Every other node created is nested underneath it.

1. Click the Manage Nodes icon next to the Territory reporting tree.
2. Click Add Root Level Group.
3. In Description, enter Consolidation.
4. In Tab Name, click the copy icon to reuse the description as the tab label.
5. In Comment, enter Consolidated total for all regions
6. Check Distributable.
7. Click Save.

03

Add the region groups

North America and Europe each become their own group under Consolidation, so companies and sites can be organized separately by region.

1. Next to the Consolidation group, click Add Group.
2. In Description, enter North America.
3. In Tab Name, click the copy icon to reuse the description as the tab label.
4. Check Distributable.
5. Click Save.
6. Repeat these steps for Europe.

04

Add filters for North America

NA10 and NA20 both belong to North America, but only NA10 is marked as distributable. NA20 doesn't have local staff to review reports, so it's included in the North America total instead of being distributed on its own.

1. Next to the North America group, click Add Filter.
2. In Description, enter NA10.
3. In Tab Name, click the copy icon to reuse the description as the tab label.
4. Click the prompt icon next to Company, select NA10, then click Confirm.
5. Click the prompt icon next to Site, select Toronto, then click Confirm.
6. Check Distributable.
7. Click Save.
8. Repeat these steps for NA20, using NA20 as the Company value and Chicago as the Site value.
9. Leave Distributable unchecked.

05

Add filters for Europe

France is the only distributable filter under Europe, while the remaining countries are part of the Europe total without being available for distribution individually.

1. Next to the Europe group, click Add Filter.
2. In Description, enter France.
3. In Tab Name, click the copy icon to reuse the description as the tab label.
4. Click the prompt icon next to Company, select FR10, then click Confirm.
5. Click the prompt icon next to Site, select Paris, then click Confirm.
6. Check Distributable.
7. Click Save.
8. Repeat these steps for the remaining countries, using the following Company and Site values. Leave Distributable unchecked for each:
   • DE10, Berlin
   • PT10, Porto
   • ES10, Madrid
   • IT10, Milan
   • NL10, Amsterdam