1. Follow the first steps to add a report as described in a previous “Create a Report” subsection.

  2. On the Add Report Window displayed, select Summary.

  3. On the Create Reports Page displayed, enter a Report Name. Select the Global checkbox if desired. The Global setting will allow all users to view the report. The users will not be allowed to edit the report.

  4. On the second half of the page- the Fields Page is displayed, select and drag the desired fields to the desired section on the right of the window (described below).

    Note: Some of the fields may already be pre-loaded under a section, update them as needed onto the following sections:

    • Report Filters:
      Under Report Filter, drag and drop any field you would like to use to filter the data. This will add a filter to the report that will allow selecting values when the report is displayed.

    • Rows:
      Under Rows, drag and drop the field(s) that will represent the rows on your report.

    • Columns:
      The Values Field will be pre-loaded under Columns. The Values Field represents the values that will be calculated based on your selection. As a default, these values are displayed across a column.

      You can drag and drop any additional field(s) that will represent the columns on your report and if you would like to further break down the columns in your report.

    • Values:
      Under Values, drag and drop the Values field(s) that need to be summarized. Once a field is added, click on the Sum icon next to the field, to select what function is to be performed on the value (i.e. Sum, Count, Average etc...)

    • Calculated Values:
      A custom formula can also be added to the report if the summary values are not sufficient. Click on the Add Calculated value button at the top.

      On the window displayed, enter the formula name, then enter the desired formula by selecting the fields and operations to be used within the formula.

      Click Apply when done.

    • Example of a Summary Report

      A summary report can be used to display the total number of units ordered by item category broken down by item. In addition, the report can also have a filter to allow selecting specific orders. The following steps will be taken:

      a) To filter the report by order, the order field is dragged onto the Report Filter Section.

      b) The report will be broken by item category first and then by item. To display these fields as rows, they will be dragged onto the Rows Section (The item category field first, followed by the item field).

      c) The report will sum the total number of units ordered. The Quantity field will thus be dragged onto the Values Section and the function Sum will be selected.

      d) Under Columns, the Values Field represent the values that will be calculated based on the selection (i.e. the Sum of the Quantity). In this case, the Calculated Values will be displayed across a column.

  5. When the report is displayed, you can filter the report if needed by clicking on the filter options displayed on the report (any field with the Tools Icon  can be filtered). Click on the field that needs to be filtered. On the Filter window displayed, Select/Unselect the desired values and click Apply when done.

  6. In addition, you can also use the filter option to filter the Variables or Values by specific conditions. On the Filter Window:
    • To filter the variables, click Labels and enter your filter criteria.
    • To filter the values, click Values and enter your filter criteria.
    • To sort the data, click AZ to Sort Ascending or ZA to Sort Descending.

    • Click Apply when done.

  7.  When the report is displayed, you can also format the cells as desired. To format the cells, click on the Format Icon at the top right of the report.

  8. Click Save Report when done.