How to Set a Data Field as a Group in Insights How to Set a Data Field as a Group in Insights

How to Set a Data Field as a Group in Insights

Jason Siu Jason Siu

Setting a Data Field as a group allows you to view your tickets by grouping them based on applied fields.

 

To get started, create a new report, or click to edit an existing one.

Click on your Table Fields to expand the menu. If you do not have any data fields yet, add a few to use for grouping.

 

In the example below, we’ll try grouping by location. To do so, click on the table field to expand the menu and you will see a setting called “Use as Table Group”.

 

Select this option and click “Apply”. You will see that your field has been moved into the “Selected Group Fields” menu. Each matching grouped field will be organized in their own category. Now run your report and your grouping will be applied!

 

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.

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