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

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Level 8

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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9 Replies

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Level 8

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.

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Level 10

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

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Level 10

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. 😉

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Level 10

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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Level 8

Almost, but not quite what I'm asking. I need to group by the project owner. That was the main question - the one about managers was just a sub-question.

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Level 10

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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Level 8

You know at 1 AM when that wasn't appearing in my grouping dropdown options that seemed like the most complicated thing in the world.

THANK YOU 🤩

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Level 10

No problem! Been there, done that. Last Friday, I spent an hour on something to realize I was missing a comma. LOL!