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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
  • 1086 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

      Once you have the custom field on it, you should be able to reference that.

      Just change the valuefield for the grouping to "DE:project:owner:Manager Name" (just change Manager Name to the exact name of the calculated field you added to the user)

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