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 dialog box. 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 > Classic Reports and open the report that you want to add grouping to.
- In the report designer, click Grouping.
- In the Grouping dialog box, select the checkbox next to any fields that you want to group by.
- (Optional) Use the Move Down and Move Up buttons to change the order of the grouped columns. In this example, the user selects the Department field and clicks Move Up. Dayforce sorts the report records first by Department and then by Display Name.
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- 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 to update the sample data.
- Click Save.