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Feature Request: Forms Reporting Multi-Level Drilldown/Date Filtering

posted on January 27, 2022 Show version history

Hello,

Something I've always struggled with in Forms Reports is trying to set up reports that have multiple levels of grouping; more often that not it is a tradeoff between one thing or another to get as close as possible.

For example, I have a process that is divided up by location, and with the current options I can group by Date or Location, but not both.

I've mentioned before that date filtering would be a fantastic and sorely-needed addition for effective reports so I could allow our managers and supervisors to look at data for a specific date or date range without having to generate a bunch of snapshots.

In addition to that, adding the option for multi-level drilldowns would be a great supplement/alternative to that kind of feature.

For example, I could have the initial report group all activity by Date so the user could select the date they want to review (while on the subject, the ability to set a default sort column/order would be amazing too).

Next, instead of getting a full instance breakdown, they could be taken to a second summarized table grouped by location before getting to the final drilldown with all of the filtered instances.

It's possible that a more accurate description for this would be "Group By, Then By" but from a user perspective it would look essentially the same as a drilldown except there would be more "levels" before the see the full list of instance data.

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replied on February 27, 2022

We've received similar feature request of supporting multiple groups for report before, I added this answers post as a reference in the existing feature request in the internal system. 

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replied on January 27, 2022

@████████, this is a good feature request. I asked around internally if people thought it would be useful and got this feedback:

Yes, this is almost a standard feature in every reporting tool. Although it's not the only feature that Forms reporting is missing, having this commonly used feature will make users less dependent on third-party reporting tools.

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