Grouping and Organizing Reports

ANTHONY MARELLI

Is it possible to use grouping in reports and manually arrange those groups? For example, I have groups (Initiation, Planning, Execution, Closure, Terminated) to group phases, but then I only have options to alphabetically (ascending or descending) organize those groups; this means I can't actually get the groups into the order listed above. Is there a way to manually drag/move the groups and/or individual rows to any position I want in a report?

Andrée Starå

Hi @ANTHONY MARELLI

I hope you're well and safe!

To add to Neil's excellent advice/answer.

You could add a so-called helper column with the naming convention Neil described or similar and group by it in the report so you can keep your original names if needed.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Neil Watson

It's probably not ideal, but perhaps you can number the groups i.e. 1. Initiation, 2. Planning, 3. Execution and so on?

Andrée Starå

Hi @ANTHONY MARELLI

I hope you're well and safe!

To add to Neil's excellent advice/answer.

You could add a so-called helper column with the naming convention Neil described or similar and group by it in the report so you can keep your original names if needed.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

markh10

From these answers, I assume that we cannot manually rearrange the groups after the sorting.

Andrée Starå

Hi @markh10

I hope you're well and safe!

Unfortunately, you're correct in your assumption.

It's still a great idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!