How to add a new grouping column to a report
This article explains how to add a new column to a report that is then used for grouping the data in a report.
Add New Column
Follow these instructions to add the new column to a the report. If its a system report then you will need to make a copy first.
Set Grouping
- Click on the Sorting/Grouping tab
- Check the grouped check box.
- Set the order that this field will be used in the sorting and grouping. Setting to 2 in this example means the report will be grouped by the site name first and then by the client category. The system should automatically adjust the Order for any columns below this one in the order.
- Change the sort order to Ascending.
Save Report
Click on the Save button.
View the Report
Click on the View button and run the report to see the changes that have occurred.