Grouping in New Reports
Hi Everyone,
The new features in the reports to summarize and group is amazing and has helped us a lot.
But I see there no option to group according to "Assigned To" column. Is there any way to do it?
I want to analyze performance of individuals over a period of time and I think this feature will help us a lot.
Answers
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Hi @Abhiraj Joshi
Hope you are fine, if your "Assigned To" column is contact list type i think you can group it i create a sample and the following is a screenshot of the report:
bassam.khalil2009@gmail.com
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It only works with single and not multiple contacts.
Did that work/help?
I hope that helps!
Have a fantastic week & Happy Holidays!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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You can group by "Assigned To" or Contact Columns as long as this column is set to only have single contacts selected. Right now the grouping feature in Reports is unable to group by multi-select dropdowns, including multi-select Contact fields. (Please provide your feedback to our Product Team from this form, here!)
You will want to make sure the column settings in the sheet has the box that says "Allow multiple contacts" set to be un-checked. I hope that helps!
Cheers,
Genevieve
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Hi Everyone,
Thanks for the responses. It was helpful.
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You're more than welcome!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Super helpful.
This tip should be included in the Report - Column - Grouping information sheet
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Hello, any chance to get that feature working?
Thanks
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