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New Participant
May 26, 2017
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Add Other Teams as a filter option on reports

  • May 26, 2017
  • 15 replies
  • 2468 views

Some of our reports need to be filtered to only show data from members who belong to a certain Team. Only Home Team is available as a filter in reporting, so, in order for a person's data to display on a report, we have to make sure we remember to make their Home Team match the filter on the Report.

This works OK, but it means that if a person belongs to more than 1 team, they can only show up on 1 report that is filtered by Home Team. If we could select Other Teams as a filter on a report, then we wouldn't have to remember to make the report filter match their home team, and we could also have the person appear on all of the reports that are filtered by Team.

15 replies

J_Mas
New Participant
April 4, 2024

I agree with @madalyn_destafney (and @nicholevargas ) this does not currently seem possible on an Assignment report, even in Text Mode. I've tried the following (all separately) with no luck on any of them:

assignedTo:teamIDs=660eaae600039e22146f0c5f9eac7d3b
assignedTo:teamIDs_Mod=in

assignment:teamIDs=660eaae600039e22146f0c5f9eac7d3b
assignment:teamIDs_Mod=in

assignmentsUsersMM:teamIDs=660eaae600039e22146f0c5f9eac7d3b
assignmentsUsersMM:teamIDs_Mod=in

owner:teamIDs=660eaae600039e22146f0c5f9eac7d3b
owner:teamIDs_Mod=in

projectUsersOM:teamIDs=660eaae600039e22146f0c5f9eac7d3b
projectUsersOM:teamIDs_Mod=in

projectUsersOM:user:teamIDs=660eaae600039e22146f0c5f9eac7d3b
projectUsersOM:user:teamIDs_Mod=in

task:teamIDs=660eaae600039e22146f0c5f9eac7d3b
task:teamIDs_Mod=in

teamIDs=660eaae600039e22146f0c5f9eac7d3b
teamIDs_Mod=in

user:teamIDs=660eaae600039e22146f0c5f9eac7d3b
user:teamIDs_Mod=in

workItem:teamIDs=660eaae600039e22146f0c5f9eac7d3b
workItem:teamIDs_Mod=in

workItem:user:teamIDs=660eaae600039e22146f0c5f9eac7d3b
workItem:user:teamIDs_Mod=in

Madalyn_Destafney
New Participant
March 21, 2024

@mattmi3 thanks for the insight. I've been trying every which way and cannot get it to produce any results when I know the teams I'm using would produce results. When using a home team OR other team filter in text mode, not working, still doesn't work even if I just try to have the teamIDs portion. What's missing here?

OR:1:entryDate=$$TODAYby
OR:1:entryDate_Mod=between
OR:1:entryDate_Range=$$TODAYey
OR:1:owner:teamIDs=76bca8d377d788bce0530a093a0a551e
OR:1:owner:teamIDs_Mod=in
owner:homeTeamID=653191a30681b430670814d98c73a640
owner:homeTeamID_Mod=in

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Employee
March 21, 2024

@madalyn_destafney 

...it will not appear in all user references for other object reports. However, it should be available through text mode for other report types.

For example, the a Hours report does not show the `teamIDs` option in the "Owner" section of the accordion menu. However, you should be able to do something like this in textmode:


owner:teamIDs_Mod={SOME_TEAM_ID}
owner:teamIDs=in

Employee
March 21, 2024

@moniqueevans Thanks for the tag! I'm guessing this is only available in a User Report because of it's reference to a collection, but will confirm. I'm not seeing anything on an Assignment Report for Assigned To > Teams ID, so hang tight. 

Madalyn_Destafney
New Participant
March 21, 2024

@mattmi3 I'm not seeing this as an option for Hour reports, which is where I really need it. When I try just owner Team IDs nothing is there. There's owner ID, home team ID, home group ID, other group IDs but no other team or just team IDs...

@moniqueevans @michellefr 

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MoniqueEvans
New Participant
March 21, 2024

@mattmi3 you've been holding out on us!! This is the best pre-Summit announcement! I'm so excited to update (and finish) so many reports! Is it safe to assume this is available for other types of reports beyond User; such as assignment & project?

 

@cynthiaboon@nicholevargas & @lesliespier - FYI in case you haven't heard yet!

Employee
March 20, 2024

This is already available, and has been for some time. We should have circled back to resolve this idea.

 

The primary difference is that it just doesn't wear the "home" prefix in the report builder. Look for "Team IDs" instead. See the example filters step in the report build below.

 

Madalyn_Destafney
New Participant
March 20, 2024

@jon_chen can we see what the product team thinks about this one? The ability to pull Other Groups is already available, why not Other Teams? Seems like it could be low hanging fruit development-wise and a huge help for reporting.

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MoniqueEvans
New Participant
February 17, 2023

I completely agree and have found many needs for this. I've also tried to figure out a text mode solution but keep running into walls.

New Participant
May 7, 2018

I have run into this problem also, especially when crossing internal depts. - ie: Digital Mktg jobs that require a designer or copywriter. (since majority do not)

I have to filter by Digital Portfolio and then make sure to include anything with a design or copy task....gets cumbersome.

great idea!