How to configure a RD such that the manager should be able to see number of cases created by its reportee?Also can drill down report be used here?If so then how?
The usual approach is to build a summary RD that groups cases by manager or by the creator’s manager and returns a count of cases created by reportees. If the manager also needs to drill into the actual cases, you can configure a drill-down report to show the detailed case list. The key dependency is having a reliable manager/reportee relationship available in the data model or user hierarchy.
Create a subreport named RD_OperatorReportees on the Data-Admin-Operator-ID class with a filter pyReportTo = Param.ManagerID and include pyUserIdentifier as the only column; then, in the main Work report definition, configure the filter as pxCreateOperator IN (Subreport) by selecting the subreport option in Dev Studio and pointing it to RD_OperatorReportees, and finally pass the parameter by setting Param.ManagerID = pxRequestor.pyUserIdentifier so that the report dynamically retrieves cases created by the manager’s reportees.
Yes, you can complete this requirement by using sub reports
Create Two Report Definations
Demo1----> Data-Admin-Operator-ID Class
Demo1—> In your work Class
Configuration for Demo1 (Data-Admin-Operator-ID) Class
Here we are getting te list of reportees by passing the manager ID
Now add this report as a sub report in your work class
Configuration for Demo1 (Work) Class
Now Navigate to Data Access Tab in your Main report (Work) class and add sub report
Follow all theese above steps carefully and you will achieve your requirement
Result:
Here, for my senarion, for the manager, there are two reportees (Demo1 and Demo2)
As of now, i have set the default value for parameter in the main report in parameter tab but you can pass parameter directly from DPage or if you use in section, you can add in Tabel layout
Thanks
Naresh
Thanks for the info Naresh
Thanks a lot @Reddy_Jaya_Sai_Naresh