Adding a Summary and Grouping to a CRM Report can help you analyse your data in more depth for further insights. 

Difference between Summary & Grouping

Summary

A Summary will display a count of your chosen field at the top of the Report. The Summary can display the total, minimum, maximum, average and unique values. 

Grouping

Grouping will change the display of the Report and group the data based on your chosen field. Please note: you can also add summaries to these individual groups on the Report. 

Adding a Summary

Step 1: Further Options on Report

Once you've chosen/built your Report within the CRM, and have applied the appropriate filters, click on the further options icon (three dots) and select 'Grouping and Summary' from the drop-down.

Step 2: Choose Summary Option

On the left-hand side, a tree like view will display all of the related fields that you could use for your Summary. For example, you may wish to summarise the Report by Opportunity Value. 

Drag and drop the field you wish to summarise into the summary drag and drop section. Please note: you can have multiple summaries on your Report.

Step 3: Choose Summary Display

You'll then be able to choose what type of Summary you'd like to display on the Report using the options from the drop-down list e.g. Total or Average. 

Once happy with your selection click 'Submit' in the top right-hand corner. This will then display your new Summary at the top of your Report, along with the count if you've it selected as well (simply tick the box 'Show Count' to show this too). 

Adding Grouping

Step 1: Further Options on Report

Once you've chosen/built your Report within the CRM and have applied the appropriate filters, click on the further options icon (three dots) and select 'Grouping and Summary' from the drop-down.

Step 2: Choose Summary Option

On the left-hand side, a tree like view will display all of the related fields that you could use as a Group. For example, you may wish to group the Opportunity Report by Opportunity Type. Drag and drop the field you wish to group the Report by into the group drag and drop section. You'll then have the option to also summarise the groups by dragging and dropping the required field. For example, you may wish to summarise the groups by Opportunity Value. Please note: you can also click on the sort icon to display the groups in ascending or descending alphabetical order. 

Once happy with your selection click 'Submit' in the top right-hand corner. This will then display your new groups in the Report, along with the summary if one has been set. 

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