Question on Table Report / Grid Edit Groupings: How to set groups to automatically collapse?

Question

I have a project milestone table report that demonstrates 5 phases (groupings) and between 5-18 activity records in each group.&nbsp;How do I set the table report to automatically collapse the groups?&nbsp; &nbsp;(the default is all groups are open and you can click to collapse a single group or collapse all groups)
------------------------------Annetta Coleman------------------------------

markshnier__you · Answer

Unlike forms, table reports do not behave that way. It's more a concept that you would use the Dynamic filters to limit the rows to the selected Dynamic filter.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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annettacoleman · Answer

Mark - Thanks for the insight and nudge towards Dynamic Filters. I use Dynamic filters manually on dashboards to limit to a subset of desired data. Can filters also be used to collapse a reporting group?

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Annetta Coleman
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markshnier__you · Answer

With Dynamic Filters (DF) on a report, the report will only show records for how the filters are selected. So if you were to set a DF for the groups then your report is grouped by, then you would only see the groupings that you selected. So it's not a case that the sections "collapse", it's really just the records just would not be visible.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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annettacoleman · Answer

Mark - Thanks again for your insight.&nbsp; &nbsp;We do need the ability to 'see' this entire report, but just not be confronted with 50 rows of grouped (but un-collapsed) data especially in a report link in a highly used form.&nbsp; &nbsp;Thus dynamic filters will not work for this use case.&nbsp; &nbsp; I do think the ability to manage the default table report settings to control whether a group is presented in collapsed vs un-collapsed format would be a worthwhile feature.
A colleague of mine mentioned a work around that I will try this evening.&nbsp; &nbsp;His recommendation is to create 5 additional reports (one filtered for each phase) so that the project managers have a choice of opening the full report vs the specific phase they want to view.&nbsp; &nbsp; Me personally....&nbsp; I wouldn't mind opening the full report then clicking the box to collapse everything and then clicking the phase I wanted to work on in grid/edit format.&nbsp; &nbsp;Some of my colleagues are wanting to grid edit from the parent form and not wanting to take the additional keystrokes to open the full report.&nbsp; &nbsp;Thoughts?------------------------------Annetta Coleman------------------------------

markshnier__you · Answer

Are you saying that this report is embedded on a form?&nbsp; if so, then you can create 5 reports for the 5 major groupings and put those embedded reports on the form in separate sections.Then the user is free to open or close sections on the form.&nbsp; That also has the advantage that once a user closes a section on a form,&nbsp; then in the future when the user is going back to similar types of records or of course the same record it will remember for that user in the past they were not interested in that collapsed section and will present the form collapsed.------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

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Question on Table Report / Grid Edit Groupings: How to set groups to automatically collapse?

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