New grouping options introduced:
Assigned To (Group)
Sales Rep (Group)
Assigned (Role)
Prerequisites
User Groups and Roles are configured in the User Management module.
Users are assigned to appropriate groups and/or roles.
You have permission to create and manage reports.
Step 1: Navigate to the Reports Module
Log in to the CRM.
Open the Reports module.
Click Add Report.
Step 2: Select the Primary Module
Choose the required primary module.
Enter report details such as Report Name and Description.
Continue to the report configuration section.
Step 3: Open the Group By Section
Locate the Group By section.
Open the Group By dropdown.
Verify the following new options are available:
Assigned To (Group)
Sales Rep (Group)
Assigned (Role)
Step 4: Group Report by User Group
Select Assigned To (Group).
Configure additional filters or columns.
Click Generate Report.
Expected Behavior:
Records are grouped using group names.
Individual usernames are replaced with group names.
Users in the same group are aggregated together.
Step 5: Verify Aggregated Group Data
Review the generated report and verify:
Users from the same group appear under a single group entry.
Counts and totals are aggregated correctly.
Step 6: Create a Chart Using Role Grouping
Enable chart visualization.
Select Sales Rep (Role) or Assigned (Role).
Choose the chart type.
Generate the chart.
Expected Behavior:
Role names are displayed instead of usernames.
Data is aggregated correctly by role.
Step 7: Handle Users Without Group or Role Assignments
Generate a report using Group or Role grouping.
Expected Behavior:
Users without assignments appear under Unassigned.
The report continues functioning without errors.
⚠️ Important Warning for Multiple Group Assignments: If a user belongs to multiple groups, only the first related group record found for that user will be used for grouping purposes. The system displays a warning message when this condition exists.
Step 8: Save the Report
Click Save Report.
Enter a report name if required.
Save the report successfully.
Step 9: Reopen and Verify Saved Groupings
Open the saved report.
Verify the selected grouping option remains saved.
Confirm the report data displays correctly.
Working with Mixed Grouping
Example:
Primary Grouping: Assigned To (Group)
Secondary Grouping: Assigned To
Expected Behavior:
Data groups correctly without duplication or conflicts.
Deleted Group or Role Handling
If a group or role is deleted after report creation:
The report continues functioning.
Exporting Reports with Group/Role Grouping
Supported export formats:
CSV
Excel
PDF
Expected Behavior:
Group and role names remain intact.
Aggregated totals and formatting are preserved.
Feature Benefits
Analyze team-level performance
Reduce exposure of individual user data
Improve management reporting
Create cleaner charts and dashboards
Notes & Limitations
Users without group/role assignments appear as Unassigned.
Users assigned to multiple groups use only the first matched group.
Existing reports remain backward compatible.