Grouping Data Using Columns - Reporting Dashboards - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 24.1
License

Once you have added columns to a report, the data in the report can be grouped according to any column header. To group data in a report:

  1. Drag the name of a column from the header row of the report or the Column Chooser dialog box and drop it into the Drag a column header here to group by that column area. The order in which the columns are added to the area at the top will determine the way in which they are grouped.

    For example, in a report that contains columns for Document ID, Document Date, and Document Name, you can group the results by the Document Date column by dragging the column name to the top.

    This groups the data by the document date, with the remaining two columns (Document ID and Document Name) under each date. Any rows that do not contain a date are grouped together as well.

  2. Click on the arrow next to the grouping to expand the grouping ans see all rows associated with that group in the report.

    For example, you can click the arrow near the document date groups to see all rows associated with that date.

  3. Add additional groupings as needed by dragging in other column from the report or the the Column Chooser dialog box.

    For example, you can add the Author Name column to the grouping area to add another level of grouping to the results, which displays all document IDs and document names by a specific author.

  4. Click the arrow next to the grouping at the top of the report to sort the data contained in a group in ascending or descending order.
  5. Drag the grouping at the top of the report to the left or right of the other grouping categories to change the order of the groupings. The leftmost group is always the broadest grouping, with each additional grouping to the right being a subgroup.