Summary totals are included in a table either before or after the body of your report, separate from the report data. You can add summary totals for any fields in the topic that the report is based on. You can also add summary totals to grouped columns if you have grouping applied.
To add summary totals to your report:
- Click the Totals button in the report designer.
- Go to the Summary Totals tab.
- Click the arrow next to the Add button and select Total or Custom Total.
- Total allows you to add a summary total to any field in your report's topic. Custom Total allows you to build a custom expression to calculate your total. You can configure the following settings for summary totals:
- Configure the following settings:
- Fields: Select the field to add totals to in the drop-down list. You can add summary totals for any field from the report topic, even if it isn't one of the report columns.
- Function: Select one of the predefined functions from the list, or select Custom to create a custom expression to calculate a total. See Custom Totals.
In the following example, a payroll administrator is adding two summary totals: a sum of the Pay Amount column, and an average of the Rate column.
- Display Totals: Specify whether the totals are included at the top or the bottom of your data.
- Display Order: You can specify the order to display the summary totals by selecting the line and clicking Move Down or Move Up.
- Add Summary Totals to grouped data: Select the checkbox to include summary totals with the grouping information.
- In the following example, the data is grouped by Department, and summary totals are added to the grouped column. The top, darker section contains the summary totals for the whole report, and the second, lighter section, shows the summary totals for the "Account Executives" department. If you didn't select this checkbox, the totals wouldn't be included for each department, but only in the grand total area at the top of the report.
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