User Forum

 Relatively new in OakTree Navigator is the ability to define a drill down report. A drill down report is where you can click on the summary report into a more detailed view of the underlying data.

The basic steps for creating a drill down report are as follows:

Create the Detail Report (Retreive the Report ID from Web Generator)

Create a CUSTOMAHD.TXT file containing the "DrillDown" syntax and Report ID of the Detail Report

Create the Summary Report with the custom field

Look at the next few posts for the steps followed...

Creating the Detail Report:

1) Create and Incident Detail Report

Include the following fields: Incident#, Active, Status Code, Area Code, Priority Code, Summary, AUserID (Assignee Userid), GFirstName (Group)

There is no need to add criteria on this report, as we will be passing criteria from the summary report. One note on passing criteria - passed criteria will not be applied unless the passed field is in the detail report.

So - If the summary report is count of active tickets by status for each assignee - the drill down will pass the active, status, and assignee name into the detail report.

2) Save the Detail Report

3) Get the Report ID from the Web Generator

Open the web generator, and navigate to the report folder. Click on the details button. The Report ID is the long number at the end of the External Query. In this example, my Report ID is: 1222943483

More to come...

 Create the Drill Down Field to be used in Summary Report

Use the following syntax for pointing to your detail report passing assignee information:

[Field]
ACNT
Incident Drill Down by Assignee
'<a href="dd.aspx?r=1222943483&p=ACNT.UserID::' + ACNT.UserID + '&uc=y">Show ' + ACNT.UserID + ' Detail</a>'
for
ACNT
Drill Down Fields

The syntax in the third line is very specific to Navigator Table aliases. (i.e ACNT = Assignee, GCNT = Group) If you have questions on what Table alias to use, please post them to this forum.

More to come....

Create the Summary Report

I want a summary report that shows the count of incidents per assignee.

Create an Incident report with the following fields (Criteria/Formula)

• Incident# (Applied Count, Renamed Field to "Incident Count")
• Active (Applied Criteria = YES, Toggled Visibility)
• AIncident Drill Down by Assignee (This is my custom field created in the first step - may be renamed)

Save your report and test with the Web Generator

Please post questions to the forum -  or email us at support!!

Thank you