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MichelleFr
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.

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    TegwynSt1
    New Participant
    May 7, 2018

    I agree also, this would be very helpful!!

    Kundanism
    Kundanism
    New Participant
    May 7, 2018

    I agree with the request.

    A
    AlDe
    New Participant
    January 31, 2018

    I agree with the original request. When attempting to create an hours report, there is no filter option to include only those who are assigned to a team, which may not be the home team. As a result, each individual name must be entered on the report as filter. In the future, if there are changes to employees roles, the filter on the report would need to be maintained. If an option for "Other Team" is available, the report would continue to pull appropriate results as individual account settings are updated.

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    MatthewMa2
    New Participant
    October 26, 2017

    I've recently learned that Workfront has solved this for Other groups. The variable name is "otherGroupIDs" under the search tab for "User" in the API explorer.

    Using this, you can run a timesheet report for any group, and it will look for all user membership regardless of "home" or "other".

    This is EXACTLY what is needed for teams.

    M
    MatthewMa2
    New Participant
    June 15, 2017

    This has been the basis of MANY of my help requests. Currently there is no way to pull together all work items for all members of a team. The only other way is to list a string of names.... which creates a maintenance nightmare if teams members are on-boarded/off-boarded.

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