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TriveniN
Helper II
Helper II

How to create report by grouping data

‎07-26-2023 02:57 AM

Hi ,

 

Created below report by using matix but I need to group data in report if prospect name is same like second screenshot.

TriveniN_0-1690365164980.png

 

Below is the expected report they are looking for

TriveniN_0-1690365497535.png

 

Please help me on how to achive this requirment

 

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mlsx4
Memorable Member
Memorable Member

‎07-26-2023 03:06 AM

Hi @TriveniN 

 

Go to Format options and in Row headers > Options>Change the state of this:

mlsx4_0-1690365996398.png

 

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mlsx4
Memorable Member
Memorable Member

‎07-26-2023 03:06 AM

Hi @TriveniN 

 

Go to Format options and in Row headers > Options>Change the state of this:

mlsx4_0-1690365996398.png

 

Message 2 of 2
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