What Are Group / Report Summaries?

In this post I want to cover how to set up Group / Report summaries inside the Finished Report designer and give examples of what this does for the report.



Why Use Summaries?


Defined fields can be used as filter criteria. If users have been set up in WebReports you can apply / do data restrictions based off user defined fields or return the field in the columns to do additional work.


Example: Group Summary & Report Summary - Grouped on Employee ID




Where Can You Use Summaries?


You can set group / report summaries on labels in the Finished Report designer.


Steps To Set Up Group / Report Summary (Totals) Labels


NOTE: When doing calculations at different levels there are two main things to keep in mind.

1. If the calculation is being done at the group or report level, the Summary needs to be set accordingly.



2. Calculations at the Group/Report level need to use special functions. (See below for examples.)



Group Level Calculations


1. Add a label(s) to the Group Footer.


2. Click the menu button (Label Tasks) on the label.


3. Set the Summary option to Group.



4. Edit the Expression. Use the same logic for any other Expression keeping in mind that each field needs to be within a sumSum(), sumCount(), etc.



Report Level Calculations


1. Add a label to the Report Footer. (Insert Report Footer by right clicking in the body of the report and selecting Insert Band > Reportfooter)



2. Click the menu button on the label.



3. Set the Summary option to Report.



4. Edit the Expression. Use the same logic for any other Expression keeping in mind that each field needs to be within a sumSum(), sumCount(), etc.


See example output: includes detail level calculations, group and report level calculations.



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