How do I create a report that is a pivot of duplicate items, with a status?

Hello! I have a tracker that consists of multiple contacts per client resulting in duplicate names for a single client, however, a single "status" column that covers the client. I am trying to pivot the client and status however, am struggling to figure this out. I would like to create a report by status that I can then create a dashboard for overall project status, along with a list of client, by status. Thanks in advance for your help!

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Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @TeriB

    It does sound like a Report should work for your purposes! You'll want to Group the Report by either the Status or Client (or both, depending on what you want to see).

    Here's a webinar that goes through Grouping and Summary in Reports: Redesigned Reports with Grouping and Summary Functions

    If you're still unable to create the view you need, it would be helpful to see a screen capture of your source sheet (blocking out sensitive data) or source sheet set-up with test data.

    Thanks!

    Genevieve

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