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Group Multi-Select Dropdown and Multi-Select Contact Columns within Reports

Matthew L
Matthew L ✭✭✭✭

It would be great if we had the option to group line items in a report by options selected in a dropdown column.

Ex. If you are viewing projects within a global campaign and have "country" as a column with the fixed values for all the available countries. It would be nice to be able to run a report where you could group the projects by the countries that were selected in the country column.

Not sure why this isn't an option but this seems like an incredibly useful feature that would improve the functionality of reports.

11
11 votes

Idea Submitted · Last Updated

Comments

  • Tim C
    Tim C ✭✭✭✭✭

    My closest workaround for a multi-selct dropdown was -(I did this for an assignee column so I could group the report by the assignee.)

    I changed the column to only allow a single entry, which then allows you to group by column, then i created a secondary and tertiary assignee column as well. I just summed all the assignee columns.


    But I agree, the enhancement would be great!

  • Matthew L
    Matthew L ✭✭✭✭

    @Tim C , I like this workaround but agree there are still many uses for being able to sort by drop downs where multiple values could be submitted.

    Like in the country example I used above, if you had a project that was taking place in Italy & Spain you'd want to see that project show up under the Italy grouping as well as the Spain group in a report.

  • This would be a great enhancement. It seems straightforward -- each group would just be inclusive if the relevant dropdown item is present in the cell, regardless of whether other items are there too. In my case, I have a "tags" column with 3-5 tags, and want a given row to be in every relevant tag group.