Tips and Tricks

Subtotal a Report

Description

Is there a report that you wish you could subtotal a group of records by a column? In this Tuesday Training Tip, we'll show you how. To apply a subtotal to a column, navigate to the Advanced Options Tab of a report. If Subtotalling is not an option on the report, it may have either been turned off on the report by an Administrator or is not an option available on the report. Expand the Subtotaling Fields section. In Field 1, click the dropdown button to open a popup box. Select the column you want to subtotal. If you only want the column grouped, uncheck the Display Record Count. If you want the record count included, keep the Display Record Count box checked. Up to six fields can be subtotaled. Execute the report to update. You will now see each selected field is subtotalled. Expand the record to see all rows within the subtotalled field. This change applies to your current session only. Pin the report to apply the subtotal every time you run the report.

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