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Hello,
I am looking for a way to group by multiple fields.
For example, we have multiple loss reasons which can be: [Qualified] for x reasons and [Unqualified] for x reasons.
If I group them by I will have a group for each loss reasons but I want to group them by Qualified or Unqualified.
How can I write that in my filter ?
Thank you.
Julien
Hello Julien,
First: You should filter for "Loss Reason" that is "Contains" >> Qualified & Click on add a condition
and choose also "Loss Reason" that is "Contains" >> Unqualified.
After you apply this filter >> you can make "Group by" >> Loss Reason.
Good Luck!
Hello Mohamed,
Thank you for your answer but it is not what I am looking for.
Sorry if I was not clear enough.
When I group by, I want to only have 2 groups. Either Qualified or Unqualified not a group for each reason it was Unqualified.
For example, we have [Unqualified] We do not want to work with that type of client and [Unqualified] We do not provide that type of service.
I want to show them grouped under [Unqualified] and the rest in [Qualified].
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