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Report Grouping Basics
Answer ID 8747   |   Last Review Date 12/16/2018

What does Grouping do in a report?

Environment:

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

Issue:

What are Group Filters?

Resolution:

First: Enable grouping in an output level. 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.

  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.

You can also add Group Filters to your groups to help break them up. 

Filters

You can create group filters to specify the filters to use on grouped data. Group filters are applied to the data after the grouping is completed and must be aggregate functions.

For example, if you join the Contacts (contacts) table to the Marketing Activities (ma_trans) table, create a fixed filter for ma_trans.type of email Sent, group by contacts.c_id, and use the group filter count(*) > 10, then only those contacts that have been sent more than ten emails will be selected in the segment.

  1. From the Criteria tab, click Edit Group Filters.
    The Edit Groups window opens. 
  2. Click Add Filter to open the Add Filter window.
  3. Enter field information. See Adding segment filters.
  4. Click the OK button to save the group filter.
    The additional actions that become available are identical to those used when creating logical expressions for segment filters. These actions let you edit your filter, create additional filters, add OR logic to the join filters, negate filters, and view a text definition of the join filters’ logical expression. See Defining logical expressions.
  5. Click the OK button to save the filters.

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