Choose Report Grouping
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 do not affect reports displayed in Formatted HTML, Excel Spreadsheet, Comma-Delimited Text, or Tab-Delimited Text formats except by sorting. Groups enable report results to be organized by up to three levels of groupings. Each configured group appears as a gray horizontal bar on printable reports.
Creating Report Summary Groups
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 example, a Registrations report might group by Organization. A Payments report might group by Payment Type. Up to three levels can be configured.
Grouping and Sort Order
Use Sort order to determine whether the order of the groups themselves should be ascending or descending.
Group Dates By provides options for displaying date-based summary data fields. You can group dates by day, week, month, quarter, year, month in year, and day in month.
Display and Visibility Options
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 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. 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 shown. Display Column Header Row within Each Final Group increases readability 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" check box 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.