How to change the client deliveries report to be grouped by client category
It may be necessary in some reporting situations to take an existing report and change the way the data is grouped to provide additional summary data. Follow these steps to change the report created in article Create a report that shows client deliveries so that it is grouped by the client category first.
Note: If you want to keep the original report then you should make a copy of the report.
Edit existing report
Locate the report that is to be altered and select the edit icon in the right hand list.
Go to the Columns tab
Add 2 new columns
Click on the Add Column button twice
Set to Client Category
Change the first column to ClientCategory
Change the second column to ClientCategoryID and check the hide option for the column as we will just use this for filtering.
Go to to the Sorting/Grouping tab
Mark as grouped column
Check the grouped check box
Sort Order
Change the sort order of the Client Category column to 1 so that the report is based on the Client Category first.
Click on the Next button to continue
Note: The other columns will have their sort order changed automatically.
Filtering on Client Category
Mark the ClientCategoryID column as Allow Filter so that the report can be filtered on the Client Category.
Save the report
Save and then view the report
View the report
The report can now be run with current data.
- Set the DateOut criteria to a period the report needs to be run for.
- Generate the report