Adding groupings and calculations to the report summary

The report summary, displayed in the Summary tab in the Report Builder and Report Viewer, is a pivot table representation of significant statistics in a report. Groupings define the attributes you want to group the report summary by, and calculations define the aggregated statistics displayed for the attributes.

When you select a subject area and add fields to your report, NexJ CRM dynamically generates a report summary with default calculations for all aggregatable fields in the report. At minimum, the count of all items in the subject area is displayed. You can customize these calculations and group the summary data at one or more levels to improve the usefulness of your report summary.

Available calculations vary based on data type. For example, for all deals or all clients, the only available operator is count. For expected revenue, you can select between sum, average, maximum, and minimum.

You can use groupings either as rows or columns in your pivot table. If you use them as rows, calculations are the columns, and if you use them as columns, calculations are the rows.

If you add multiple groupings, you can expand the first grouping in the report summary to view additional groupings.

At any time, you can:

• Remove a grouping or calculation by clicking the Clear button

  

  on the grouping or calculation.

• Reorder the groupings through drag-and-drop to the desired location.

• Sort the report summary by clicking the column or row header containing the name of the calculation.

This section assumes you have the report open in the edit mode. If it is open in the view mode, the Edit Report button 

is displayed on the top right side, next to the Update Report button

.

As you update your groupings and calculations, the preview in the Summary tab refreshes to reflect your changes.

To add groupings and calculations to your report summary:

1. In the report settings pane on the left side of the Report Builder, select the Summary tab.

2. In the Groupings section, click the Select button 

   

   , and search for and select the fields you want to group by in the Add Groupings dialog, or you can enter the names of the fields directly in the Add Groupings text search field. The Add Groupings dialog is organized in the same way as the Add fields dialog in the Details tab. For more information, see step 7 in Creating new reports.
   

   As of NexJ CRM 9.6, the list of fields you can select from for groupings is no longer determined by your field selections. Instead, you can select any available single-value or collection fields as groupings. For example, you can group a Deals report using the Stage grouping without having selected the Stage field. The Stage field will not show in the Details tab for the report in the Report Viewer.

   
   

3. Click OK to close the Add Groupings dialog.

4. Optional: Repeat steps 1 to 4 as needed for additional groupings.

5. Optional: For date attributes, you can select the date view you want to use for the summary. To select the date view:

   1. Click the date attribute that you added as a grouping.

   2. In the Date Grouping dialog, select from Day, Week, Month, Quarter, and Year views.

6. In the Calculations section, click the Select button 

   

   , and search for and select a field that you want to use for a calculation in the Add Calculation Field dialog, or you can enter the names of the fields directly in the Add Calculation text search field. For example, you can select Expected Amount.

7. In the Operator field, select the aggregate operator you want to use for the calculation. Choose from the following operators:

   • Average
     Returns the average of all non-null values from the selected attribute.

   • Count
     Counts the number of instances of the selected attribute.

   • Maximum
     Returns the maximum value from all non-null values of the specified expression.

   • Minimum
     Returns the minimum value from all non-null values of the specified expression.

   • Sum
     Creates totals for selected attributes.

8. In the Caption field, enter the name of the calculation that will display in the report.

9. Click Confirm.

   

   You can add only one calculation for each attribute. If you select a field that already has a calculation, an error is displayed when you click Confirm.

   
   

10. Optional: Repeat steps 6 to 10 as needed for additional calculations.

You have now added groupings and calculations to your report.