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MARCH TIPS & TRICKS

Leveraging the Specified Grouping Function  

Instead of grouping your data by a specific field in ascending or descending order, you can choose to group based on your own criteria.  

For example, suppose you want to group your data into teams but no one is actually assigned to a team. You can create the teams on the fly and assign people to them.  

Here’s how:
  • Insert a group based on the ids of the people
  • Change the sort order to ‘specified’
  • Create a name for each group and specify the criteria:
    • For example the first group is ‘Team A’
    • Now add your choice of ids to the group
    • Create a ‘Team B’ and add other ids, etc.
  • You can instruct Crystal to place leftover records in their own group called ‘Others’


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