Ad-Hoc Reporting: Summary Rows

Ad-Hoc Reporting: Summary Rows

Purpose

  1. This article will review creating Summary Rows in a Tabular report in Ad-Hoc Reports. 

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Video




Instructions



1. Navigate to the Reports Module and select Ad-Hoc Reports from the menu. Click Create Report to begin a new report. Complete the tabs necessary for your report.


Navigate to the Reports Module and select Ad-Hoc Reports from the menu. Click Create Report to begin a new report. Complete the tabs necessary for your report.



2. To use Summary Rows, you must be constructing a Tabular Report. This feature combines some of the functions of a Summary Report into a Tabular Report.


To use Summary Rows, you must be constructing a Tabular Report. This feature combines some of the functions of a Summary Report into a Tabular Report.



3. Choose columns from your Data Source for your report. To summarize data, the item must be one of the columns in the report. Custom Columns can also be used.


Choose columns from your Data Source for your report. To calculate data, the item must be named in a column.



4. On the Summary Rows tab, click the plus icon to add a new calculation.


On the Summary Rows tab, click the plus icon to add a new calculation.



5. From the Column drop-down, select one of the Columns in your report.


From the Column drop-down, select one of the Columns in your report.



6. Give the calculation a name to explain the new row you are creating.


Give the calculation a name to explain the new row you are creating.



7. Select the type of calculation you are performing from the drop-down list. In this instance, the column is a text field. Only one calculation is available to count the total number of entries.


Select the type of calculation you are performing from the drop-down list. In this instance, the column is a text field. Only one calculation is available to count the total number of entries.



8. You can add a Summary Row for every Column you have in your report.


You can add a Summary Row for every Column you have in your report.



9. For our second Summary we are calculating a sum of the total number of hours.


For our second Summary we are calculating a sum of the total number of hours.



10. When you are using a numerical field your options for calculation are count, sum, average, minimum, and maximum. When you are using a text field your only option will be Count. This will simply count the number of instances/records in the report for that column.


When you are using a numerical field your options for calculation are count, sum, average, minimum, and maximum.



11. If you have made any selections for your report in Grouping, you will be able to choose if you want your Summary Rows to total the entire report, or for each group.


If you have made any selections for your report in Grouping, you will be able to choose if you want your Summary Rows to total the entire report, or for each group.



12. Choose the Summary type you want from the drop-down menu. Total Row Only will give you a total for the whole report. In Every Group will give you a total for each group you have and a total for the whole report.


Choose the Summary type you want from the drop-down menu. Total Row Only will give you a total for the whole report. In Every Group will give you a total for each group you have and a total for the whole report.



13. Here are the example totals for two columns by group. The total for the whole report will remain pinned on the bottom of the screen.


Here are the example totals for two columns by group. The total for the whole report will remain pinned on the bottom of the screen.



14. Continue following along with creating an Ad-Hoc report on the Grouping tab for Tabular Reports, or the Summary Grouping tab for Summary Reports.



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