Journal Entry Report >> Not Groupable by object owner!?!?! | Community
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SamanthaIsin
SamanthaIsin
Level 7
May 14, 2021
Question

Journal Entry Report >> Not Groupable by object owner!?!?!

  • May 14, 2021
  • 2 replies
  • 1091 views

I had a manager ask for how many projects contained a custom field last month by each of his direct reports. The report gathered the data just fine, but I have no way of grouping by the project owner, task owner, or request owner in the standard grouping fields. I'm so surprised that this isn't a standard option and am wondering if...

A) Has anyone encountered this before?

B) Is there a solution that doesn't involve prompts that gather the data one owner at a time?

@Jeremy Flores‚

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2 replies

SamanthaIsin
SamanthaIsinAuthor
Level 7
May 14, 2021

Bonus points if anyone can answer this one >> Filter by Project Owner Manager ID

Right now I have the report filtered by a list of project owners by ID. Is this one of those circumstances where the Manager ID is too far away from the journal entry to report on?

I want to do this:

project:owner:managerID=$$USER.ID

project:owner:managerID_Mod=in

But that broke the report.

imgrund
Adobe Employee
imgrundAdobe Employee
Adobe Employee
May 14, 2021

For filtering, you might be able to use an EXIST filter

EXISTS:1:$$OBJCODE=PROJ

EXISTS:1:ID=FIELD:projectID

EXISTS:1:owner:managerID=$$USER.ID

EXISTS:1:owner:managerID_Mod=in

    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    May 14, 2021

    Hi - Yeah, you would need to go another level to get manager:name and that is too far. Now, you can get around this by putting a calculated field on the user custom form for Manager. The calculation is just Manager.Name

    I do that for Manager, Home Group and Home Team for times like this where the info is just too for away. ;)

      SamanthaIsin
      SamanthaIsinAuthor
      Level 7
      May 14, 2021

      I will try that!!! Any thoughts on the grouping?

      imgrund
      Adobe Employee
      imgrundAdobe Employee
      Adobe Employee
      May 14, 2021

      OH! That is easy

      textmode=true

      group.0.displayname=Project Owner

      group.0.valuefield=project:owner:name

      group.0.valueformat=string

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