Grouping of Property Values in Custom Reports

[BHays6]

When creating custom reports it would be great to have the ability to create custom groups within the report to aggregate/group property level data.  For example, to be able to create an industry report where you're able to group the 150+ industries into say 10 key industries.  Right now a report showing 150+ industries isn't very helpful.  I realize you can create a new property and use a workflow to assign that property but there are hundreds of variations to reporting based on aggregated data.  Another simple use case would be to show deal count within various $$$ values, if you want to see how many deals represent $0 - $10k; $11k - $50k; $51k - $100k; $100k+.  With the ability to easily customize the groupings as needed.

[GScaglia]

Hey @ALivåg & others,

While waiting for them to add a native report builder solution, I came up with an alternative using "Calculation" properties. E.g with the "Days to close" property:

if(
    [properties.days_to_close] <= 7, "1 week",
    if(
        [properties.days_to_close] <= 14, "2 weeks",
        if(
            [properties.days_to_close] <= 30, "+1 month",
            if(
                [properties.days_to_close] <= 60, "+2 months",
                if(
                    [properties.days_to_close] <= 90, "+3 months",
                    if(
                        [properties.days_to_close] <= 180, "+6 months",
                        if(
                            [properties.days_to_close] <= 365, "+1 year",
                            ">1 year"
                        )
                    )
                )
            )
        )
    )
)

You can then use this newly created property in your reports. Hope this helps!