Forum Discussion
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Mark Shnier (YQC)
mark.shnier@gmail.com
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- AnnettaColeman4 years agoQrew CadetMark - 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
------------------------------- MarkShnier__You4 years ago
Qrew Legend
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
------------------------------- AnnettaColeman4 years agoQrew Cadet
Mark - Thanks again for your insight. 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. Thus dynamic filters will not work for this use case. 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. 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. Me personally.... 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. 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. Thoughts?
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Annetta Coleman
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