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KevinQu1
New Participant
April 15, 2021
Solved

Listing Direct Reports on User Reports?

  • April 15, 2021
  • 3 replies
  • 895 views

Is there any way or workaround to list a user's direct reports in a user report?

I need a way to see what users have direct reports and who those people are for upkeep/audit purposes.

Support says no, at least not using WF as-is.

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    Best answer by SarahNa

    Hey Kevin,

    Try adding this as a column on a user report:

    displayname=Direct Reports

    listdelimiter=<div>

    listmethod=nested(directReports).lists

    textmode=true

    type=iterate

    valuefield=name

    valueformat=HTML

    Hope that helps!

    3 replies

    Doug_Den_Hoed__AtAppStore
    Doug_Den_Hoed__AtAppStore
    New Participant
    April 15, 2021

    Hi Kevin,

    If you're after a one-shot-wonder, I invite you to consider our Executive Dashboards solution, which is a Package of informative dashboards and reports that present the relative USER, PROJECT, TASK, and ISSUE activity of from a particular Org Chart Level (OCL) as the sum of their subordinates, down the chain of command.

    Regards,

    Doug

    S
    SarahNaAccepted solution
    New Participant
    April 15, 2021

    Hey Kevin,

    Try adding this as a column on a user report:

    displayname=Direct Reports

    listdelimiter=<div>

    listmethod=nested(directReports).lists

    textmode=true

    type=iterate

    valuefield=name

    valueformat=HTML

    Hope that helps!

      K
      KevinQu1Author
      New Participant
      April 15, 2021

      *round of applause*

      That did the trick; thank you!

        Christina_Jarosz
        Christina_Jarosz
        New Participant
        April 15, 2021

        Hey Kevin,

        I found a text mode a while back that showed this as a calculated field. I found it on this post: https://one.workfront.com/s/question/0D54X00006BWbhCSAT/report-filter-for-multiple-levels-of-organization-based-on-recursive-manager-structure

        This is the solution we use - may or may not work for you but it did for us.

        K
        KevinQu1Author
        New Participant
        April 15, 2021

        @Christina Jarosz‚ ,

        I am actually using this tip now, but it works UP the heirarchy (lists a given user's managers).

        I need the reverse (DOWN): a given user's reports.

        If anyone has a sense how to use the manager data this way, that would be great!

        Maybe some sort of second calculated field than shows all users with a given user in their Manager field?

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