Report Grouping by Status in their chronological order (not alphabetical)

Forum|Forum|1 year ago
February 7, 2025
3 replies
612 views

I have created a report based on projects & statuses. The report is grouped by "Status" field but by default sorts the order by Alphabetical order (Current, On Hold, Stage 1 etc.). But I want this to be displayed in a custom sequence based on the project lifecycle status steps (starting with Request, then Registration, pending approval, Stage 1, etc.). How do I change the sort order in a report?

Best answer by KellieGardner

I worked around this by creating a custom calculated field on my projects. It provided me with a status sorting number that I could use to sort my report and then I could hide the column.

example: IF({status}="PLN","1",IF({status}="CUR","2"))

Madalyn_Destafney

Community Advisor

This is unfortunately not possible to sort groupings, and is something I've wanted forever. Please upvote this Idea of mine about this very thing.

If this helped you, please mark correct to help others : )

Lawson02

Level 6

No idea if this would work but you could try and create a custom column with an SWITCH() statement that holds your custom order and sort based on that

Status Order:

SWITCH( status,

Request = 1,

Registration = 2,

Pending Approval = 3,

Stage 1 = 4,

ect...

)

KellieGardner

Accepted solution

Community Advisor

I worked around this by creating a custom calculated field on my projects. It provided me with a status sorting number that I could use to sort my report and then I could hide the column.

example: IF({status}="PLN","1",IF({status}="CUR","2"))

Lawson02

Level 6

You could do either but sometimes the fields are 1 time usage so I prefer them as a report field instead of a custom object field. This also assumes that they have a form that is attached to every project.

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