Document Editor: Grouping panel

You can group information in a document using the Grouping panel, located above the Layout area in the Document Editor interface. Grouping records together helps users who read the document to understand the data better. Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. The data is first sorted by the leftmost field in the Grouping panel, then by the next field, and so on. To reorder the grouping, you can rearrange the items in the Grouping panel.

You can access the Grouping panel by selecting Grouping from the Tools menu.

To add a group, drag and drop any attribute, consolidation, or custom group from the Dataset Objects panel onto the Grouping panel. This adds a corresponding pair of header and footer sections to the Layout area.