Rename the grouping in a report | Community
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Level 3
March 7, 2023
New

Rename the grouping in a report

  • March 7, 2023
  • 6 replies
  • 1362 views

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 replies

Kundanism
Level 10
March 7, 2023

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.

 

Madalyn_Destafney
Community Advisor
Community Advisor
March 7, 2023

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.

If this helped you, please mark correct to help others : )
ibmfurAuthor
Level 3
March 7, 2023

@madalyn_destafney What a brilliant idea! I have finally renamed all the groupings in the report. Thanks for sharing.

@kundanism maybe you could try the same 🙂

Kundanism
Level 10
March 8, 2023

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.

Madalyn_Destafney
Community Advisor
Community Advisor
March 8, 2023

Hi @kundanism, unfortunately text mode grouping name edits only apply to the details view of a report. Charts still show the native verbiage. Perhaps @ibmfur 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!).

If this helped you, please mark correct to help others : )
ibmfurAuthor
Level 3
March 9, 2023

@madalyn_destafney Done. Thanks for the suggestion.