Group Data in an Output Level

Grouping data in an output level allows you to combine records with similar data into one row.

Output levels with grouped data often have other output levels added to them. This lets you drill down into another output level to view details about the grouped records. When you group data, you can order the grouped columns to best suit your needs when you create drill-down output levels.

When you add an aggregate column to an output level, grouping is automatically enabled in the output level. For example, if you were to add a column with an expression of count(incidents.i_id) to an output level to see how many incidents a contact has, the output level would automatically be grouped since you’re using a function to group records together in the column.

  1. Open the report you want to edit.
  2. Select the output level you want to edit from the Level drop-down list at the top of the design surface.
  3. Click the Level tab.
  4. Click Edit.
    The Level Settings window opens.
  5. Select the Group Results check box.
  6. Click OK.
  7. Click Save.