Grouping data in a report

Groups can be added to reports to combine like results based on a specified field into a collapsible node on the report. Group fields will be displayed as columns on reports but cannot be re-ordered. Groups take priority over the order in which the fields in the Columns pane are displayed.

If the Display Totals option is enabled for a specific field, the sub-totals for the field within each group will be displayed on the report along with the Grand Total for the report.

Follow the steps below to add Groups to a report.

  1. Select Reports > Builder.

  2. Use the Show All button to view all custom reports. Or use the Search Bar to further drill down your search.

  3. Select the Report from the list.

  4. In the Report Fields pane

    1. Expand the Report Field category to find the field you wish to group the report with. 

    2. Or use the Field Search to search for fields in all categories. 

      You can search and filter by a specific field type (Date, ID, Money, Number, Text) by Clickingand limiting the search to specific report field types.  

  5. Drag and drop the field into the Groups pane.