Using grids to group results

The following procedure describes how to create a report that shows grouped results, with those grouped results being further broken down into another level of groups.

The first report shown in step 13 of this example shows the results grouped by their Assigned Group (for example, A SupGrp) and then grouped by their Status (for example, Assigned, In Progress, and Pending).

The second report shown in step 20 shows a deeper level of grouping, with the results grouped by their Assigned Group, then grouped by each Assignee within each Assigned Group, and then grouped by their Status.

To add multiple groups by using grids

1. View the report in the Layout tab of the layout editor.

   This report starts with the Assignee field in the left column. You can merge table group header cells and add a label to the left of the data set field as shown.
   

2. Save and run the report to preview it.
3. In the Layout pane, add a column for the Incident Number to the right of the Assignee column.
   
4. Add another column for the Submit Date to the right of the Incident Number column.
5. Save and run the report to preview it.
   The report shows columns for the Assignee, Incident Number, and Submit Date.
   
   
   
6. In the Layout pane, right-click on the Table Group Header row, and select Insert Group > Below.
7. In the New Group dialog box, select Status from the Group On list, and click OK.
   The Status group is added to the table.
8. Right-click the Status group, and select a Group Header style for it.
   
9. Apply a style to the other group headers and other rows in the table.
10. For formatting, merge the Status table group header cells and add a label to the left of the data set field.
    
11. Right-click in the Status group header row, and select Insert > Grid.
12. In the Insert Grid dialog box, set the grid size as 2 columns and 1 row.
13. Save and run the report to preview it.
    The report shows the results grouped by their Assigned Group (for example, A Test Support, ABC Group) and then grouped by their Status (for example, Assigned and In Progress).
    
14. Right-click in the Status table group header, and select Insert Group > Above.
15. In the New Group dialog box, set the grid size as 2 columns and 1 row.
16. Select Assignee from the Group On list, and click OK.
    The Assignee group is added to the table.
    
17. For formatting, merge the Assigned table group header cells and add a label to the left of the data set field.
    
18. Right-click in the Assigned group header row, and select Insert > Grid.
19. In the Insert Grid dialog box, set the grid size as 2 columns and 1 row.
20. Save and run the report to preview it.
    The report shows the results grouped by their Assigned Group (for example, A SupGrp), then grouped by Assignee (for example, A1 User), and then grouped by their Status (for example, Assigned and In Progress).