Summary Columns

Unlike traditional report columns, which must be pulled from a list of fields that have been added to forms, summary columns exist only in the Report Builder and can be added to any report.

Adding a Summary Column

Summary columns can pull section counts or column totals from one section of a report into another. They cannot be used to display data that is in the same section of the report as the summary column. An easy way to use a summary column is to keep them in their own separate report section.

1. From the right hand menu, select Add New Section.

2. In the upper right hand corner of the Report Builder, expand the gray arrow next to "Field Choices."

3. Expand the black arrow next to "Summary Columns." Select a column name and drag it into your new report section.

 

Section Summary Column

The section summary column takes the value from any column in a report that has been set to display a summary value and brings it into its own column. In the example above, the "age column" from the previous report section has been set to show a summary value of the "average age" of the clients. This average age has been brought down to the next section by the section summary column. This can be useful to highlight a particular data point and/or to allow us to use that average age in more complex mathematical functions.

1. To access the properties, select the gear box in the upper right hand corner of the summary column.

2. Choose a section and a column by expanding the black arrows. Only columns that have been configured to show a summary value and the section they are in will appear here.

3. Limited data styles and summary options are available for summary columns.

4. When you have finished configuring your column, select Apply.

 

Section Count Column

The section count column takes the value of the "total rows" from one section and brings it into another section. In the example above, the total rows in the report section for "Clients Served" has been brought to its own section by the section count summary column. This can be useful to highlight a particular data point and/or to allow us to use that count in more complex mathematical functions.

1. To access the properties, select the gear box in the upper right hand corner of the summary column.

2. Choose the section of data by expanding the black arrow. All sections in the report will appear here.

3. Limited data styles and summary options are available for calculation columns.

4. When you have finished configuring your column, select Apply.

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