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Summary Report

A summary report adds more functionality to the list report to allow users to create detailed drill down and grouped reports. To create a Summary report, click on the “Summary” button in the “Choose Report Type” section. The next step is to select the fields that will be in the report.

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The fields that will populate the report can be found in the “Choose Data for Report” section. Click on the “Choose Section…” drop down to reveal the list of available tables in your database.

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Depending on how your database is set up, different information will be stored in different tables. Users can choose fields from more than one section to populate their report. The fields selected for the report will be summarized in the “Selected data for the Report” section as shown below. The table shows the fields that were chosen, as well as the tables from which the fields were chosen.

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For the Summary report type, the “Selected data for the Report” section allows users to further customize report with more options on the right side.

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Grouping Options in Summary Reports

The summary report also allows users to group their fields in various ways depending on the type of field. For instance, date variables allow users to group by day/month/year, etc. and integer variables allow users to create sums, averages, etc.

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All these options allow end-users to create highly customized reports to meet their needs.

 

Running a Summary Report

After clicking “Save & Run Report”, the Summary Report will be displayed as shown below. Based on how the grouping options are set in the “Selected Data for Report” section, the report can be displayed in many configurations. In the example below, a summary sales report is generated, with the product name, average unit price and quantity sold in the main report, with drill-down reports for order dates and customer names.

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