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Creating Summary Groups to Sort Datain Reports

The Groups page enables you to organize report data by summary groups on reports in printable formats (Printable HTML and Adobe Acrobat® PDF). Groups will not affect reports displayed in the Formatted HTML, Excel® Spreadsheet, Comma-Delimited Text, or Tab-Delimited Text formats.

Groups enable you to organize report results by up to three levels of groupings. Each group you designate is shows as a gray horizontal bar on printable reports.

 Video: Using Groups to Sort Data (2 min

For example, you could create a custom attendee list that summarizes results by Organization. In this report, Certain would group together all attendees who entered a given Organization on the Profile section of the registration form. The groupings can be displayed in ascending, descending, or some custom order you specify. Within each grouping, the sort order configured on the Columns tab takes precedence.

Note: When you choose a data field as a Group, the data in that field is displayed in the grouping bar as a header for the rows below it, not as a column in the data itself.

1. Use the areas that read Summarize information by, and then by, and finally by to specify data fields to use as sort criteria.
   For instance, you might want to display information in a Registrations report by Organization, or information in a Payments report by Payment Type.
   You can configure up to three levels.

2. Use Sort order to determine whether the order of the groups themselves should be Ascending, Descending, or a Custom sort order you specify.
   If you select  Custom (see below), a separate text window appears below the sort order drop-down. In this text field enter your custom sort criteria, separated by commas for multiple criteria.

Example: First, I want to sort by Category Type in neither ascending or descending order. Secondly, I want my report to sort by Last Name within each Category Type.

1. Summarize information by: "Category Type", Sort Order: "Custom (see below)", in the text box enter all of the possible values without spaces: DEANS,SPEAKERS,PARTICIPANTS,CONFERENCE SUPPORT STAFF

2. and then by: "Last Name", Sort Order: "Ascending"

The report will generate results first by the custom sort order, based on Category Type (Deans, then Speakers, then Participants, then Conference Support Staff,) and within each category type the rows will be sorted by Last Name.

• Group Dates By – Provides various options for displaying summary data fields that are date-based. You can group dates by day, week, month, quarter, year, month in year, and day in month.

• Hide report details – If this box is checked all records in the report will be hidden, showing only the Group rows and Subtotal rows selected. Use this feature if you would like to create a brief, printable summary of the number of records in each summary group.

• Display column header row within each final group – This feature displays the column headers within the final group level specified. For example, if you configure two levels of groupings, the column headers will appear above the data at the second grouping level and will be repeated every time the second level grouping is again shown. This increases the readability of the report when each bottom-level grouping shows significant amounts of data.

Notes

The top level ("Summarize information by...") group links into the "Force Page Break After First Group" check box on the Reports/Analyze > Display page.
Page breaks appear right away in PDF reports, but only in Print Preview or on the printed page on Printable HTML reports.

You should ignore Groups or Subtotals when running a Changes Report with the “Return Changes Since” option. If the report's setup includes Groups or Subtotals, Subtotals should not be included and Groups should be treated as columns in the front of the record set, and ignored in the results rendering. This should work exactly the same as when a report with Groups or Subtotals is displayed in the Report Results window.