Can you filter project reports by Groups? | Community
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B
BrandonSo
Level 2
August 2, 2021
Question

Can you filter project reports by Groups?

  • August 2, 2021
  • 6 replies
  • 1279 views

We have several hundred company values in our Workfront instance and each has recently been assigned to various groups created for client tiering. I'd like to generate a project report that filters by these groups. Is this possible?

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6 replies

Kundanism
Kundanism
Level 10
August 3, 2021

Hi @Brandon Solomon‚

I believe you can.

Mvh

Kundan.

B
BrandonSoAuthor
Level 2
August 3, 2021

Thanks for the response. Any idea how?

Kundanism
Kundanism
Level 10
August 5, 2021

If I am not mistaken, you are taking about the user connected to several groups?

Mvh

Kundan

B
BrandonSoAuthor
Level 2
August 5, 2021

Not a user but a company value. For instance we have 100 companies created in Workfront and 20 of them are assigned to group A, 30 in group B, and 50 in group C. I want to be able to build project reports that show only projects that involve Companies in group B.

Kundanism
Kundanism
Level 10
August 5, 2021

Ok, let me come back about this. May be we can have a meeting together to see the possibility in this regard. If you agree.

Mvh

Kundan.

Christina_Jarosz
Christina_Jarosz
Level 9
August 6, 2021

Hey Brandon - try running a project report where group name is equal to group B. Add Company Name and Group name as a column, and then group by Company, then by Project. This should filter them out.

    C
    ChrisPe3
    Level 2
    August 8, 2021

    Hi @Brandon Solomon‚,

    Here's text to allow you to pull the company group name into a project report:

    displayname=

    namekey=view.relatedcolumn

    namekeyargkey.0=company

    namekeyargkey.1=group

    namekeyargkey.2=name

    querysort=company:group:name

    textmode=true

    valuefield=company:group:name

    valueformat=HTML

    If you would like to group your results by "Group" in the report, you can use this:

    group.0.linkedname=company

    group.0.namekey=view.relatedcolumn

    group.0.namekeyargkey.0=company

    group.0.namekeyargkey.1=group

    group.0.namekeyargkey.2=name

    group.0.valuefield=company:group:name

    group.0.valueformat=string

    textmode=true

    J
    J_Hobbs
    Level 3
    August 16, 2021

    For what it is worth, if you want to see ALL Groups users belonged to beyond just their home group, this text view will allow for you to see that.

    displayname=All Groups

    listdelimiter=<p>

    listmethod=nested(userGroups).lists

    textmode=true

    type=iterate

    valuefield=group:name

    valueformat=HTML

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