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Process of Creating a Report with a Group Break

To create a report with a group break, depending on your project requirements, you can perform the following tasks in this suggested order:

  1. Creating Object Definitions for a Group Report
  2. Creating a Design File For a Group Report
  3. Defining Content Controls For a Group Report
  4. Defining Text Controls and Labels For a Group Report
  5. Building, Running, and Testing A Group Report
  6. Adding Group Totals to an Actuate Report

In this example, you create an opportunity list report in which the opportunity records are grouped by sales stage. The report lists the opportunity name, account name, expected revenue amount, and close date for each opportunity record. It also displays the sales stage in the page header before each group of opportunity records with that sales stage. The resulting report resembles the image displayed in Figure 10.

Figure 10. Example Report with a Group Break
Click for full size image
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