Ad-Hoc Reporting: Tabular Grouping
Purpose
To demonstrate how to group your data for a Tabular Report in Ad-Hoc Reporting in the Reports Module.
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Video
Instructions
1. We got here by Reports Module > Ad-Hoc Reports > Create Report and have completed the tabs up to Summary Rows. Now we are navigating to the Grouping Tab. This article covers grouping for Tabular Reports. Click here for Grouping for Summary Reports.
2. Click and hold the hamburger icon next to the column you want to Group by first. Drag it over to the bottom of the Group Rows box. (Tip: Aim for the bottom of the box.)
Any column that is used as a Group will no longer appear as a column in your report. The first group will be highlighted by a dark grey background.
3. The column will now appear in the first box.
4. If you want a secondary Group, repeat the click and drag to the Second Group box. This will create sub-groups inside of your First Group.
The secondary groups will be highlighted by a light grey background.
5. Click Next to navigate to the Report Schedule tab.
6. If you have previously created Summary Rows for your report, you will need to navigate back to that tab to adjust your calculations to include Groups and not just the Total Report.
Example
In this report for Incident Types by Apparatus you can see how the report contains all of the data we are looking for, sorted by call date.
Now let's add Apparatus as the First Group and Incident Type as the Secondary Group and see the changes in the layout of the report. The Groups are identified by a dark grey background for the First Group and a light grey background for the Second Group. Once a column is moved to a group, it is no longer a column.
Adding Summary Rows to your Report will give you calculation options for your Groups.
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