Can you filter project reports by Groups? | Community
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BrandonSo
Level 2
Aug 2, 2021 8:16 PM UTC
Question

Can you filter project reports by Groups?

We have several hundred company values in our Workfront instance and each has recently been assigned to various groups created for client tiering. I'd like to generate a project report that filters by these groups. Is this possible?

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8 replies

J_Hobbs
Level 3
Aug 16, 2021 3:35 PM UTC

For what it is worth, if you want to see ALL Groups users belonged to beyond just their home group, this text view will allow for you to see that.

displayname=All Groups

listdelimiter=<p>

listmethod=nested(userGroups).lists

textmode=true

type=iterate

valuefield=group:name

valueformat=HTML

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ChrisPe3
Level 2
Aug 8, 2021 10:26 AM UTC

Hi @Brandon Solomon‚,

Here's text to allow you to pull the company group name into a project report:

displayname=

namekey=view.relatedcolumn

namekeyargkey.0=company

namekeyargkey.1=group

namekeyargkey.2=name

querysort=company:group:name

textmode=true

valuefield=company:group:name

valueformat=HTML

If you would like to group your results by "Group" in the report, you can use this:

group.0.linkedname=company

group.0.namekey=view.relatedcolumn

group.0.namekeyargkey.0=company

group.0.namekeyargkey.1=group

group.0.namekeyargkey.2=name

group.0.valuefield=company:group:name

group.0.valueformat=string

textmode=true

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Christina_Jarosz
Christina_Jarosz
Level 9
Aug 6, 2021 11:15 AM UTC

Hey Brandon - try running a project report where group name is equal to group B. Add Company Name and Group name as a column, and then group by Company, then by Project. This should filter them out.

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    Kundanism
    Kundanism
    Level 10
    Aug 5, 2021 12:13 PM UTC

    If I am not mistaken, you are taking about the user connected to several groups?

    Mvh

    Kundan

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    BrandonSoAuthor
    Level 2
    Aug 5, 2021 12:43 PM UTC

    Not a user but a company value. For instance we have 100 companies created in Workfront and 20 of them are assigned to group A, 30 in group B, and 50 in group C. I want to be able to build project reports that show only projects that involve Companies in group B.

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    Kundanism
    Kundanism
    Level 10
    Aug 5, 2021 6:30 PM UTC

    Ok, let me come back about this. May be we can have a meeting together to see the possibility in this regard. If you agree.

    Mvh

    Kundan.

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    BrandonSoAuthor
    Level 2
    Aug 3, 2021 6:30 PM UTC

    Thanks for the response. Any idea how?

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    Kundanism
    Kundanism
    Level 10
    Aug 3, 2021 9:18 AM UTC

    Hi @Brandon Solomon‚

    I believe you can.

    Mvh

    Kundan.

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