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Question

Question

Current Step/Stage & Last Step/Stage for Report

asked on June 22, 2022

I am looking to build a summarized report that shows all active & completed forms in a specific process, however when grouping them I am running into an issue.  If I group them by "Current Step/Stage", then it shows the actual name of the step or stage for those in process but does not include any that have been completed.  If I group them by "Last Step", then it groups the completed forms correctly but shows "is blank" for the in-process forms. 

I need a way in the same report to group by the "Current Step" or "Current Stage" for those that are active, and by the "Last Step" or "End Stage" (which is not currently an option) for those that are complete.  Has anyone found a way to group by the step/stage for for in-process and completed forms within a summarized report?

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Replies

replied on October 11, 2022

What is the purpose of your report? Why you want to group in progress and completed instances together?

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replied on October 11, 2022

The customer wants to see all of the forms in one report.  I understand that it can be done in two separate reports but they want all of the active and all that were completed in the last 90 days to show in one report, grouped by their current/last stage or step.

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replied on October 11, 2022

Got it, it is not doable right now, if we also show the current stage for the completed steps based on the end step, it will solve your problem right?

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replied on October 12, 2022

That would be perfect!

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