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Report Wizard: Groups page

A group field is used to break the data in your report into masters and details (also called parents and children). A group field appears in a master group and, for each record of the master group, a corresponding detail record is retrieved.

You may have more than one level of groups and more than one group in a level.   For example, selecting both the manager's name and the employee's department as Level 1 groups results in a report that has the manager's name and the department number used as the identifier for the group.

To specify the group field(s):

  1. Click a field in the Available Fields list that you want to make a group field.

  2. Click the right arrow (>) to move the selected field to the Group Fields list. A line defining the field’s break level appears above it.

    The first field selected will be placed in level 1. The plus and minus signs allow you to expand and collapse the levels. If all existing levels are collapsed, adding a field will add a level. You can change the order within a level by clicking and dragging the field up or down.

  3. Repeat Steps 1 and 2 for all of the matrix group fields you want in the report.

  4. (Optional) Click a field in the Group Fields list and drag it to the desired break level.

  5. (Optional) To move a field out of the Group Fields list, click it then click the left arrow (<).

Usage notes