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Group and subtotal data in a report

If the report you created does not subtotal data in the way that you need, you can modify it to create different groupings. For instance, you can view customer sales by month rather than a single total for each customer.

Different types of reports provide different ways to group and subtotal data.

  • In Summary reports and custom reports, you can select the type of subtotal grouping you want from the Columns list at the top of the report. This same option is available on the Display tab of the Modify Report window. In addition, the Modify Report window allows selection of subcolumn groupings, such as to compare dollar and percent change between groups.

  • In transaction detail reports, you can select the type of subtotal grouping you want from the Total By list at the top of the report. This same option is available on the Display tab of the Modify Report window.

See also

KB ID# H_RPT_GROUPING_AND_SUBTOTALING_DATA
11/27/2014 12:02:19 AM
QYPPRDQBKSWS08 9102 Pro 2013 aecab3