Reporting on requests entered and grouping by home group | Community
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Jared_Mauch
Level 6
March 24, 2025
Solved

Reporting on requests entered and grouping by home group

  • March 24, 2025
  • 1 reply
  • 427 views

I'm in the process of making a report to track requests and grouping the submissions by the names of the requestors' home groups. I've tried to modify the group.0.valuefield=enteredBy:homeGroupID and group.0.namekeyargkey.1=homeGroupID with :name instead of ID of the grouping in text mode, but that wipes the grouping for my pie chart. Instead of that, I've started adding a custom form with a calculated field for the home group on user accounts. That allows the home group names to appear on the pie chart. Is this the only way to have the names appear on the chart? The thought of having to apply a custom form to all our users just to have the home group name appear instead of the ID is a little daunting.

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Best answer by KellieGardner

The grouping names in charts cannot be modified through text mode. The only way to do it would be to capture the home group name through a calculated field on the custom form and then use it for your grouping.  As you have mentioned. 

 

You could have the calculated field live on the request object you are reporting on instead of at the user level.

 

 

1 reply

KellieGardner
Community Advisor
KellieGardnerCommunity AdvisorAccepted solution
Community Advisor
March 24, 2025

The grouping names in charts cannot be modified through text mode. The only way to do it would be to capture the home group name through a calculated field on the custom form and then use it for your grouping.  As you have mentioned. 

 

You could have the calculated field live on the request object you are reporting on instead of at the user level.

 

 

Jared_Mauch
Level 6
March 25, 2025

Thanks for confirming my suspicion about having to use a calculated field to capture a user's home group.