Summarise Data

This page will provide an overview and examples on how to use the SUMMARISE DATA section in Report Builder

Overview

Some data fields in your report can be summarised further into Maximum (Max), Minimum (Min), Average (Avg), Sum, and Count, the same functionality you can do in spreadsheets. When you include columns or fields (e.g. contains numeric values) in your report that can be further summarised, the system will add the fields under the SUMMARISE DATA section of the Report Builder page, and you have the option to select the required function you want your data to be generated.

Example 1

In this example, you have the option to set the Amount Owing field to be summarised as a Sum.

Setting the Amount Owing column to be summarised as Sum and making it visible in the Report Output

If you’ve set some summary for your data or fields, you have the option upon generating your report to give you the Data and Summary, Summary Only, or Data and Summary in Separate Files.

Option to format the Report Output with data and summary, summary only, or both in 2 files