Group Data in Your Report

Group the data in your report by one or more attributes. For example, you can group opportunities by sales stage and by opportunity owner. You can use any of the groups you add to create a chart in your report.

Do the following to add groups

  1. Display the report by clicking on its name link or by clicking Action > Edit.
  2. Click Preferences.
  3. In the Preferences panel, click the Group tab.
  4. Add one or more attributes as a group. You can modify the order of the groups by dragging.
  5. Click Save.