Choose Report Grouping

Choose Report Grouping

The Groups page enables you to organize report data by summary groups on printable reports. Printable formats include Printable HTML and Adobe Acrobat PDF. Groups do 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 designated group appears as a gray horizontal bar on printable reports. Video: Using Groups to Sort Data (2 min)

How grouping works

A custom attendee list can summarize results by Organization. In this report, Certain groups attendees by Organization as entered on the Profile section of the registration form. The groupings can be displayed in ascending, descending, or a custom order. 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.

How to configure sorting

Use the areas that read Summarize information by, then by, and finally by to specify data fields for sorting.

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.

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). Within each category type, the rows will be sorted by Last Name.

Grouping options

• 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.

Was this article helpful? 0 out of 0 found this helpful

Have more questions? Submit a request

Comments 0 comments Please sign in to leave a comment.