The Groups tab enables you to organize report data by summary groups on reports in printable formats (Printable HTML, Acrobat PDF, and Printable Excel). Groups will not affect reports displayed in the Formatted HTML, Excel Spreadsheet, Comma-Delimited Text, and Tab-Delimited Text formats other than by sorting. Groups enable you to organize report results by up to three levels of groupings. Each group you designate shows up as a gray horizontal bar on printable reports.
Creating Report Summary Groups
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 or descending order. Within each grouping, the sort order configured on the Columns tab takes precedence. Note that when you choose a data field as a Group, the data contained in that field is displayed in the grouping bar, not as a column in the main report.
- Use the areas that read "Summarize information by", "and then by", and "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.
- Up to three levels can be configured.
- Use Sort order to determine whether the order of the groups themselves should be ascending or descending.
- Group Dates By provides various options for display for those 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.
- Note: The top level ("Summarize by...") group links into the "Force Page Break After First Group" checkbox on the Reports > Display tab. Page breaks appear right away in PDF reports but only in Print Preview or on the printed page on Printable HTML reports.