Report Subtotals

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Displaying Subtotals in Reports

Subtotals can be displayed on printable report formats: Adobe PDF, Printable Excel and Printable HTML. Subtotals appear underneath each column selected for display, and enable you to quickly see the sum, maximum, minimum, or average of the numeric data for the data fields selected.

 Video: Using Subtotals (1.5 min)

The subtotal page can also be used to turn on or off two options that provide the total number of records per group. This feature is particularly useful for reports that group registrations by company, for instance.

By selecting the option "Display number of records next to each group", you can easily tell how many attendees are coming to the event from each company.

You may also choose to "Display grand total number of records at the bottom of the report".

You can display subtotals for the following columns that contain numeric data, such as Total Payments and Balance Due for Registration reports, or the number of attendees who selected a particular program item on a Registration Agenda report.

To show the subtotals for a particular data field, select the check box for Sum, Maximum, Minimum, or Average. You may select multiple check boxes. The subtotals will be displayed in a row beneath each report grouping, or at the bottom of the report if no groupings are designated.

Note: Groups and Subtotals are ignored when running a Changes Report with the “Return Changes Since” option.
If the report’s setup includes Groups or Subtotals, Subtotals are not included, and Groups are treated as columns in the front of the record set, and ignored in the results rendering. This behavior is the same as when a report with Groups or Subtotals is displayed in the Report Results window, since these options are intended for exported report results.