User Report by Job Role (primary and secondary) | Community
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Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
July 11, 2023
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User Report by Job Role (primary and secondary)

  • July 11, 2023
  • 1 reply
  • 1090 views

Hi gang! Trying to figure out how many users we have associated with each job role (not just number, but names too). When I pull a user report with a filter of job role name is not blank, user is active and group it by job role name, evidently this only brings back primary job roles, it doesn't take into account any secondary job role. How can I also have visibility into secondary job role? So for example if I'm associated with A and B roles, I should show in the report under the A and B groupings.

Best answer by Richard_Le_

Hey Madalyn,

 

Hope you are keeping well!

 

I'm not sure you'll be able to achieve that with a user-based report. A user report will only pull in a user once, it won't display them twice under different groupings. The only option you have with this type of report is to show all of the roles each user has in one of your report columns.

 

A better approach might be to use a Job Role report, and adding a user collection as a column within your view using the following text mode:

 

displayname=Users listdelimiter=<br> listmethod=nested(userRoles).lists shortview=true textmode=true type=iterate valueexpression={user}.{name} valueformat=HTML

 

This would display all of the users associated with each job role, regardless of whether it is a primary or secondary role.

 

Hope that helps!

 

Best Regards,

Rich.

 

 

1 reply

R
Community Advisor
Richard_Le_Community AdvisorAccepted solution
Community Advisor
July 11, 2023

Hey Madalyn,

 

Hope you are keeping well!

 

I'm not sure you'll be able to achieve that with a user-based report. A user report will only pull in a user once, it won't display them twice under different groupings. The only option you have with this type of report is to show all of the roles each user has in one of your report columns.

 

A better approach might be to use a Job Role report, and adding a user collection as a column within your view using the following text mode:

 

displayname=Users listdelimiter=<br> listmethod=nested(userRoles).lists shortview=true textmode=true type=iterate valueexpression={user}.{name} valueformat=HTML

 

This would display all of the users associated with each job role, regardless of whether it is a primary or secondary role.

 

Hope that helps!

 

Best Regards,

Rich.

 

 

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity AdvisorAuthor
    Community Advisor
    July 11, 2023

    You're a peach. This is beautiful. I added a column that shows of who are the active users that are assigned.

    If this helped you, please mark correct to help others : )
      R
      RebeccaKe2
      October 18, 2023

      What did you apply to show active users?

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