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Rename the grouping in a report

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3/7/23

Description - I'd like to have the ability to rename the grouping in a report when it is in the Chart view.
Why is this feature important to you - Otherwise the reports can be quite messy to read, especially when there is little flexibility in changing the custom field names.

Current Behaviour - Currently there is text mode that we can leverage on renaming the grouping in Details view but not in the Chart view. Charts still show the native verbiage.

6 Comments

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Level 10

3/7/23

This is a very useful feature because, when you create a custom field, you have to use the same name even for different business entities within our organization. The words used as titles need to be visualized the same way. However, we have created many custom fields that have the same name but different meanings or formulas due to calculations. This feature will help standardize even further across the organization.

 

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Community Advisor

3/7/23

You can rename your report groupings in text mode! Go to your Groupings and switch to text mode. Then change the 'namekey' line to name=XYZ. So for example:
grouping.1.name=Name you Want

Or I often leave it blank as just grouping.1.name=   that way what your grouping shows is the answers, doesn't repeat the grouping name every grouping.

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Level 10

3/8/23

Hi @Madalyn_Destafney 

 

If we modify the grouping name, will the change also apply to the selected chart's grouping under text mode?

Thank you for the advice.

 

Mvh

Kundan.

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Community Advisor

3/8/23

Hi @Kundanism, unfortunately text mode grouping name edits only apply to the details view of a report. Charts still show the native verbiage. Perhaps @EstheVThorsenngc1569 it would be great to modify your Idea to ask for chart groupings to show grouping name modifications (I wouldn't be surprised if there are other ideas for this to upvote but more couldn't hurt!).