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Claris Engage 2025 - March 25-26 Austin Texas ×

Report Layout Parts with differing levels


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Posted

Our current system organizes employees into Teams, and those Teams into Groups. Reports can then be run that display employee time with a sub-summary part for Group and one for Team to give a big picture into performance (see attached image example).

New management wants to split SOME but not all of those Teams into smaller functional areas. I'm trying to figure out what kind of layout and calculation gymnastics I'll need to do to display something like the example, but to add a third layer - only where a third layer exists.

So it might look something like this:
All Clinical Affairs
     Clinical Affairs
          Consulting
          Writing

     Clinical Strategy
     Program Management

I'm not sure if this is possible. I've been trying to make it work through different sorting or organizing the 3 fields (Group, Team, Function) differently, and I'm not having any success so far.

Any ideas? Or confirmation this is not possible, and I need to do something different?

Thank you!

~Courtney

 

OrgLayoutExample.png

Posted

Wouldn't another sub-summary do it?

Posted
49 minutes ago, Fitch said:

Wouldn't another sub-summary do it?

So, I'm feeling dumb today. I was trying to put data in every field of that third level, and I realize now that if I only put data on the third level where needed, that should solve my problem.

Short answer: yes, another sub-summary does appear to do it. :B

  • 1 month later...

This topic is 2626 days old. Please don't post here. Open a new topic instead.

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