You can add groupings to manage the layout of the information in your reports and lists.
You can add groupings to reports in the following ways:
You can create groupings by editing existing groupings.
For information about customizing an existing Grouping, see Edit existing groupings.
You can create groupings from scratch.
For information about creating a grouping from scratch, see Create groupings in Adobe Workfront.
By default, groupings are shown in a gray or blue highlight in your report or list. The results of the report or list are listed under their individual grouping, with no highlight.
You can add up to three groupings to a report. You can organize your information with up to four groupings by creating a matrix report. For more information on matrix reports, see Create a matrix report.
In a standard grouping report, the first grouping is a darker color, the second and third groupings are lighter. You cannot customize the color of the highlight for your grouping, or the font of the grouping name. The number in parentheses after the name of the grouping represents the number of results under that grouping. If your report spans multiple pages, ensure that you display All the results in the report or list to get an accurate count for your results under each grouping.
Consider the following when working with groupings:
You can customize the information in existing groupings. All users who can view the groupings can also see your changes.
Your Workfront administrator must grant you access to Edit Filters, Views, and Groupings to create groupings.
For information about granting access to Filters, Views, and Groupings, see Grant access to filters, views, and groupings.
Your level of permissions to a grouping dictates how a grouping is saved. If you created the grouping originally, you can save the changes, otherwise you are prompted to save a version of the grouping. If you make changes to a grouping you have shared with others it impacts them as well.
You can customize a grouping that was shared with you only if the user who shared it granted you Manage access. For information about sharing a grouping, see Share a filter, view, or grouping.
You cannot edit a grouping inline.
You cannot group by multi-select custom fields (for example, check boxes), or by fields that can have multiple values (for example, Resource Manager).
You can further manage report information when using Groupings by aggregating the values in each column on the Grouping row, as well as sort your information by the field of your Grouping. You can also remove a Grouping when it is no longer needed.
You can aggregate the data displayed in your report in your grouping line by summarizing the values in each column of the report. For more information about summarizing column data in a grouping, see Views overview in Adobe Workfront.
The following exceptions apply for parent objects (for example, parent tasks) when you are aggregating values for the following fields in groupings:
Groupings cannot be sorted. Views can be sorted. In order to sort a list by the value captured in the grouping, you must include that same value in one of the columns of the view and apply the sorting in the view. This way, the list sorts by the value in the grouping indirectly (it sorts by the value in the view which is also captured in the grouping). For more information about creating views and sorting by values inside the views, see Views overview in Adobe Workfront.
How you remove a grouping depends on whether you initially created the grouping, or the grouping was shared with you. You cannot remove a default grouping.
For information about removing a grouping, see the article Remove filters, views, and groupings.