How can I include a recursive drill-down in my custom report?
Environment:
Analytics
Resolution:
When creating custom reports, if you include a hierarchical field as a column in the report, such as Product, Category, and Disposition, you can configure the report to use recursive drill-down. If Oracle B2C Service Outreach is enabled on your site, recursive drill-downs can be used with Outbound Email categories and Tracked Link categories. The recursive drill-down feature automatically includes links at a top level of a hierarchy so that you can drill down into the sub-levels configured for that field.
You can only enable recursive drill down for a level that has a hierarchical output column. If a node has a hierarchical output column and you do not enable recursive drill-down for the node, then only data for the column’s first level will be displayed. A node can have both regular and recursive drill-down enabled, but the drill-down links cannot be the same. Nodes that have recursive drill-down enabled will have a different icon in the output level tree than non-recursive nodes.
To configure recursive drill-down for a field:
- In your report, create an output column from a hierarchical item, for example, incidents.prod_hierarchy or accounts.hierarchy.
- Click on the output column that you added. Click the Level tab on the ribbon. Click Edit located in the Current Level section of the ribbon.
- The recursive drill-down feature is automatically enabled in the Recursive Drilldown Settings section of the window. To disable the feature, clear the Enable Recursive Drilldown check box.
- In the Starting Level field, select the starting point of the hierarchy for the drill-down. For example, a starting level of 1 for products is the top products listed in the Products table.
- In the Link field, select the output column you want as the drill-down link in the report. By default, this is the hierarchical item.
- Click OK and save your report.
For additional information, refer to the 'Configure Recursive Drill-Down Levels' section in the Online Help User Guide documentation. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.