Group Attributes

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Organizing the document can eliminate repeated attributes. For example, you can organize folders and their details (folder ID, folder owner, and the due date) based on the folder status.

1.      Select the Detail1 section, the Options Menu will open on the right. Under Actions, select the Insert Group Header Band.

Grid layout showing margins and sections for document formatting and organization.

2.      Click the Fields List tab. Create a query using steps from section 3.4 or type a SQL command in the SQL string section. Then follow steps from 4.8 to bind the query with the data.

NOTE: You must bind the report (step 5 from 4.8) to the Data Source and Data Member before you can complete step 4.

Data Source Wizard interface displaying SQL query input and options for selection.

3.      Drag “FOLDER_ID” and “FOLDER_OWNER” into the DETAIL1 section and shrink the section to closely surround the field. Drag “FOLDER_STATUS” into the GroupHeader1 section and shrink the section to closely surround the field.

Spreadsheet layout showing custom SQL queries and margin settings for document formatting.

4.      Select the GroupHeader1 section, the Options Menu will open on the right. Click the dropdown menu on Group Fields and select the Add button (+). Select the dropdown menu for the Group By: field and select “FOLDER_STATUS” under the CustomSqlQuery dropdown menu.

Settings panel displaying group header properties and actions for folder status management.

5.      Click Preview within the toolbar to preview and export report data.

List of completed and in-progress tasks with associated identifiers and statuses.