The grouping function allows you to group the records in your report by one or more of the fields. The fields that have grouping applied are displayed on the left-most side of the report. When you apply grouping, Dayforce automatically moves the grouped column to the left, followed by any other nested grouped fields.
Note: Fields configured with totals can't be grouped. The Group By checkbox isn’t enabled on any fields that have totals applied. Similarly, fields with grouping applied can't have functions applied in the Totals slide-out panel. Also, grouping isn’t compatible with pivot table configuration. The Grouping button isn’t enabled when you’re working on a report that has a pivot table configured.
To apply grouping on a report:
- Go to Reporting and Analytics > Reporting > Reports and open the report that you want to add grouping to.
- In the report designer, click Grouping.
- In the Group columns slide-out panel, select the checkbox next to any fields that you want to group by.
- (Optional) Use the down and up arrow buttons to change the order of the grouped columns. In this example, the user selects the Can Travel field and clicks the up arrow. Dayforce sorts the report records first by Can Travel and then by Can Relocate.
-
- Click Apply. If auto-preview is enabled, the sample data is updated automatically, and fields with grouping applied are displayed in a darker shade of gray.
- If auto-preview isn’t enabled, click Preview, then Run Preview to update the sample data.
- Click Save.