This article shows you how to create a Summary Report.



Summary Report Format


A summary report extends the tabular report format by allowing you to group by specified fields. You can select a Summary report format via the Format dropdown list at the top of the Preview section of the report builder interface. 




Adding a Summary Field


When a Summary Format is select you will see a blue drop section appear at the top of the report. You can drag a field into this section to group the report by the selected field.

In the example below the report is being grouped by the Mailing State/Province Field. You'll see that a new drop section will appear when one summary field has been added, allowing you to add a secondary grouping.