Project List report grouped by custom field

User wants to generate the Project List report grouped by a custom field.

As of now, grouping by custom fields is not available for reports. However, you can use classes to achieve such a grouping. To do so, follow these steps:

  1. Create classes for your projects in Lists > Other > Classes. You need to create as many classes as you have unique values for the custom field. Check the Core Help for details.
  2. Assign classes to your projects based on the value of the custom field they have in the Project Details > General > Billing Options screen under Accounts & Class.
  3. Now go to the Reports screen and run the Project List report.
  4. On the Customize Report dialog, select the filters as needed and then go to the Options tab.
  5. Select Class under Group By and click Continue.

Core generates the desired report grouped by class. You can also contact our Report Customization Team to get a new custom report created with your exact requirements.

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