Skip Navigation

Search

Report Grouping Basics
Answer ID 8747   |   Last Review Date 10/17/2020

What does Grouping do in a report?

Environment:

Analytics, Report Filters, Grouping Results
All Sites, Reports.

Issue:

How do you group data and set up group filters?

Resolution:

Grouping data in an output level allows you to combine records with similar data into one row.

Output levels with grouped data often have additional output levels added to them, so you can drill down into another output level to view details about the grouped records. When you group data, you can order the grouped columns to best suit your needs when you create drill-down output levels.

When you add an aggregate column to an output level, grouping is automatically enabled in the output level. For example, if you were to add a column with an expression of count(incidents.i_id) to an output level to see how many incidents a contact has, the output level would automatically be grouped since you are using a function to group records together in the column.

 

How to enable grouping results for an output level:

  1. Open the report you want to edit.
  2. Select the output level you want to edit from the Level drop-down menu at the top of the design surface.
  3. Click the Level tab.
  4. Click the Edit button to open the Level Settings window.
  5. Select the Group Results check box.
  6. Click the OK button.
  7. Click the arrow on the Save button on the Quick Access toolbar and select a save option.

 

Filters

Group filters can be used in output levels with grouped data to prevent rows with a certain number of grouped items from displaying.

For example, an output level that returns rows showing the number of unresolved incidents for each staff member could have a group filter to display only rows for staff members with more then ten unresolved incidents. Group filters can be fixed or runtime selectable. 

 

Add a group filter:

1. Open the report you want to edit.
2. Select the level you want to add the filter to from the Level drop-down menu at the top of the design surface.
3. Click the Level tab.
4. Click Add Group Filter (the Add Filter window opens).
5. Enter field information dictated by your use case.


Note: The filter options for group filters are identical to those for filters applied to the overall report. However, you generally want group filters to filter on the results in the output level’s aggregate column. For the above example, if the aggregate column in your report counts the number of unresolved incidents a staff member has with count(incidents.i_id), then the group filter’s expression could be count(incidents.i_id)> 10, to return rows for staff members with more than ten incidents.

6.Click OK.
7.Click Save.

Was this answer helpful?

Still have questions?

Notify Me
Forgot your username or password?
The page will refresh upon submission. Any pending input will be lost.