Adding an Existing Hierarchy

Add existing hierarchies to report filters, edit hierarchy label, assign user access to nodes, restrict access to hierarchy data.

Creating Existing Hierarchies

If a hierarchy has been created in the Hierarchy Management module (refer to the separate Hierarchy Management documentation for details) and it is used within a survey, then this hierarchy can be added as an available reporting hierarchy.

1. In the sidebar, click the Hierarchies icon.

2. Click the plus + button, then select "Existing Hierarchy" from the drop-down.

3. In the "Hierarchies" field, select an existing hierarchy from the drop-down.

Personalized Access for Existing Hierarchies

Assigning End Users

The "Personalized Access" setting assigns end-users access to particular nodes of the hierarchy. End user permissions are assigned in Excel then uploaded to the hub as a custom data. To learn more, visit: Configuring Personalized Access

None - No personalized access will be assigned.

Permission - Lets you grant access to specific nodes selected from the drop-down list to end users. With the "Permission" setting, the user will be able to see all nodes of the hierarchy.

Restriction - Lets you restrict access to specific nodes selected from the drop-down list to end users. With the "Restriction" setting, the user will see only widgets based on non-hierarchy data; they won't see any hierarchy-based data, filters etc.

Note

 Hierarchies defined in Hierarchy Management will use existing end-user node assignment permissions, which can be enabled in the Hierarchy Management module by toggling on the "End user node assignments" option. To learn more, visit: End User Node Assignments in the Hierarchy Management documentation.

Adding and Editing Hierarchies as Filters in Reports

When adding existing hierarchies or creating survey-based hierarchies, selecting the "Add as filter" option will make the hierarchy appear in the filter panel.

The label of the hierarchy will be the name of the hierarchy defined, but as a report designer, you can edit the label in the filter panel editing pane.

Report viewers will only see the parts of the hierarchy that they are assigned to, but they will be able to filter on any lower nodes in the hierarchy. A search option is also available, allowing them to search for a specific node in the hierarchy.