Tutorial: Hierarchical reporting using Data Spaces

In this tutorial, you will create a hierarchical report using a Data Space. The CustomerInfo object contains fields about the CSMs and their managers within a reporting chain. Using the CustomerInfo object, a Data Space is created with all the manager fields, and then this data space is used in creating a report to filter data based on a specific region, team or reporting chain. 

To create a data space with hierarchical reporting: 

1. Navigate to Administration > Data Spaces. 
2. Create a new data space using the Customer Info as the source object. 
3. Add the following fields: 

• MRR
• NPS® Score
• ARR
• Renewal Date
• Orig. Contr. Date
• Full Name (Customer Info → Account → CSM) labelled as Manager 1
• Full Name (Customer Info → Account → CSM → Manager ID) labelled as Manager 2
• Full Name (Customer Info → Account → CSM → Manager ID → Manager ID) labelled as Manager 3
• Full Name (Customer Info → Account → CSM → Manager ID → Manager ID → Manager ID) labelled as Manager 4
• Account Name
• Id
• Email 
• Score 
• Region 

4. Click SAVE. Provide the name for the data space; for example Regional Manager Reporting. 
5. Go to Administration > Report Builder. 
6. Create a new report using the new data space source you created (eg. Regional Manager Reporting).  
7. Add ARR and NPS® Score in the Show me fields. 
8. Add Region to the By field. 
9. Add Manager 4 as the filter field and type the current user name. The report will be filtered based on the CSM selected in the Filter area.