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Tree Reports

A Tree is a hierarchical view of tabular data. Unlike Summary reports, a tree enables you to expand and collapse levels of the hierarchy.

Tree Sample

In the above example, the tree is displaying a hierarchy of Deal Status -> Current Stage.

You can expand and collapse folders to hone in on certain data within the hierarchy.

Normally, you'll select some combination of fields to represent the columns of the tree table. Alternatively, you can select a grouping and a measure, and the table will automatically add a column showing the measure broken out by each value found in the grouping. If a filter is present in the report on that grouping, it will use that filter to restrict what's shown. To accomplish this, after you've selected Tree as the report type, click on the Customize link next to the Report Type button and choose 'Dynamic Column Tree'. Define your hierarchy, then choose a grouping and a measure to populate the rest of the report as shown below:

Dynamic Tree Image

You can also create a cascading tree if your data has a set of parent/child relationships. For example, project management tools often have parent task -> subtask relationships. You can use cascading trees to display subtasks nested underneath their parent tasks.

To get started, choose a report type of Tree. Click on the "Customize" link and choose Cascading Tree as the subtype. You'll build your tree as normal, but you'll need to specify the parent ID and row ID fields used in matching up parent/child values. For example, with Teamwork, you'll specify the cascade parent as Task Parent ID and the cascade ID as Task ID, as shown below:

Cascading Tree Image
Custom Column Header Color

You can change the header color of a specific column, click on the field in the report, choose Edit Field, and go to the Text tab. At the bottom of the tab, you'll see options for Header Background Color and Header Text Color. Using these options, you can set up reports like the following:

Cumulative Column Chart
Displaying Fields at Different Tree Levels

By default, measure values are rolled up across all levels of the tree and groupings are only shown at the bottom level of the tree, as shown:

Cumulative Column Chart

To hide a measure and only show it at the bottom level of the tree, click on the measure field in the report, choose Edit Field, and go to the Text tab. Toggle 'Ignore on Summary' to only show the measure value on the bottom level of the tree:

Cumulative Column Chart

To display a grouping at higher levels of the tree, click on the grouping field in the report, choose Edit Field, and go to the Text tab. Toggle 'Force to Summary' to show the grouping at higher levels. You can choose to specify a Summary Level as well, starting at 0 for the top most level of the hierarchy. For example, putting in 1 for this value will start displaying the grouping at the 2nd level of the hierarchy:

Cumulative Column Chart
Color Scheme Properties

The following properties are set in the Report Editor -> Additional Configuration -> Edit Properties -> Color Scheme.

  • Color Set: This property determines which color scheme is used in the report. When set to Primary or Secondary, it will use the colors defined in your Account Skin in the Account section of the application. If you set the property to None, you can customize the color scheme for the report.
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