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?
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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:
But that broke the report.
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. ;)
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)
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.
OH! That is easy
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 🤩
No problem! Been there, done that. Last Friday, I spent an hour on something to realize I was missing a comma. LOL!