Create row groups in grid reports

Group rows of records in grid reports to organize your data into collapsible categories.

Screenshot of a grid report with 3 row groups labeled: In progress, Not started, and Completed

Create row groups

There are 3 places to create row groups for grid reports:

In the Columns panel (on the right side of the report)
In a column header’s More menu (3-dot icon)
In the report’s settings page under Sorting & grouping

In the Columns panel

Open the Columns panel (on the right side of the report).
Drag a column name from the list (using the dotted grip icon) into the Row Groups section.

Screenshot of the Columns panel with a column called Status in the Row Groups section

In the header of the column whose field you want to group, select the 3-dot More menu icon.
Select Group by [field name].

Screenshot of the Group by field option in a column header's more menu

In Report settings

Go to the Reports & Charts settings page by one of the following methods:
1. Select the 3-dot menu next to the table name on the sidebar. Then, select Reports & Charts.
2. Open the report you want to edit. Select the Customize page button in the page bar, and then select Reports & Charts.
Select your report.
Go to the Sorting & Grouping section.
Next to Sort & group, choose Sort & group on other fields.
Add a Sort & group… option, along with the field you want to group on the report.

Add multiple group levels

Add multiple levels of grouping by dragging additional field columns into the Row Groups section in the Columns panel. This creates a hierarchy where row groups are nested within the row group above them. Reorder the hierarchy by dragging row groups in the Columns panel using the dotted grip icon.

Screenshot of a grid report with a hierarchy of groupings: Status and Priority

Expand and collapse row groups

To expand or collapse individual row groups, use the Expand/Collapse icon in the group heading.

To expand or collapse all row groups at once, use the Expand/Collapse icon in the report heading.

Example of a report with grouped rows, based on the Status field. The groups are labeled "In progress," "Not started," and "Completed"

Set groups to be expanded or collapsed by default

By default, groups in grid reports are expanded when first opened. Builders can change this setting in their default report settings under Options. This setting applies to each report in a given table unless overridden in a specific report’s settings.

To override the default report settings, open the specific report’s settings and go to Sorting & Grouping > Group display.

Create row groups in grid reports