Who is this article for?

Users who want to understand how tree structures work.

Reports_Create permissions are required.

Actions and Risks are often arranged into Projects and Registers, which are made up of several levels of items. This allows you to quickly review the dependencies in the application itself, but it can also be replicated in a Report. This guide will show you how.

In this article:

1. Enabling tree sctructure
2. Tree structure types
   • Arrange by Position in Tree 
   • Arrange by Depth in Tree
   • Indent Results According to Tree
3. Creating the Report Layout
4. Further reading

1. Enabling tree structures

Tree structures are created entirely through Report Layouts.

To set up a tree structure:

1. Open a new Report Layout.
2. Select the dots-in-the-box next to the 'Zoom' slider.
   You will see a pop-up window with the following options:
   • • Don't arrange results in a tree.
     • By position in tree.
     • By depth in tree.
3. Select the option that best suits your need.

Unsure which option to pick?
Read on to learn more about the different types of tree structures available in Reporting.

2. Tree structure types

Arrange by Position in Tree

Root items (items with children only) will appear at the top level. Branch items (items with both a parent and children) in the middle, and Leaf items (items with a parent only) at the bottom:

Arrange by Depth in Tree

Items will be arranged by how far down the tree they are. Root items will appear at the top level, with the children of those appearing at level 2, and any items below those appearing at level 3 (and below):

Indent Results According to Tree

Regardless of how the tree is arranged, checking the 'Indent results according to position in tree' checkbox causes the sub-item to always appear at an increased indent to its parent.

3. Creating the Report Layout

Regardless of the option you select, you will need to create a different Report Layout for each different arrangement layer.

This allows you to further distinguish one level from another and allows you to bring through different information for each level.

To switch between the various levels, use the dropdown list to the right of the dots-in-the box you selected earlier.

4. Further reading

• Reporting on Scorecards in Classic