Arranging Data on Summary Reports

Summary view is the default display view for all reports. In addition to summary view, many reports enable you to drill down into a detail view of content.

When you edit columns of a summary report in the Report Builder, you can specify how each column’s data will be aggregated, by applying the appropriate summary types to these columns.

Summary types available for summary reports.

Summary types are available for most columns that have numeric, percentage, or currency values. You can choose among the following summary types:

For example, when you create a customized Sales by Customer report, you can set the Sales column to display the average purchase amount for each customer. To do this, choose Average as the summary type for the Sales field.


If you apply a summary type to a column that also has the Add Grand Total option enabled, the total row value will still be calculated as the sum of individual row values.

Related Topics

Report Customization
Report Builder Interface
Report Customization Permission
Adding, Removing, or Reordering Report Columns
Formatting Numbers on Reports
Filtering Data on Reports
Sorting Data on Reports
Setting Additional Options for Custom Reports
Setting Up Cash Basis Reporting
Sharing Custom Reports with Other Users
Exporting a Saved Report as an Excel Web Query
Example Report Format Changes
Saving a Custom Report
Deleting a Custom Report

General Notices