The Summarization tab in the header allows you to add or delete parameters from a report and change the order in which report parameters are displayed. Additionally, you can define which fields display totals and how they are displayed.
To add, delete, or change summarization parameters:
1. Click the Summarization tab header. The summarization parameters are displayed in the activity area on the page.
2. If you want to add a summarization level parameter to the report:
a. From the Available Fields box, select the fields to be summarization level parameters. You can use the Ctrl key for multiple selections.
b. Click the small right arrow to move the fields to the Summarization Levels box.
Note: If you want to remove a summarization level field, select it in the Summarization Levels box and click the small left arrow to move it to the Available Fields box.
3. To change the order of summarization levels, select a field in the Summarization Levels box and use the small arrows on the right of the box to move the field up or down, or to the top or bottom of the list.
4. To add a customized display for a summarization level:
a. From the Custom Summarization Level Display for dropdown list, select the field to customize.
b. From the Available Fields box, select the required fields and then click Col 1>> or Col 2>> to add the fields to the respective columns.
c. Within the columns, you can change the order of the fields or remove a field by selecting a field and clicking Up, Down, or Remove.
d. To apply special formatting to the additional fields, from the Special Formatting dropdown list, select the formatting option (Bold, Heading, Indented).
e. To add a page break after the summarization level, mark the Page Break checkbox.
Note: For example, the report includes three summarization levels – Account (first level), Group (second level), and Subaccount (third level). You can decide not to include a summarization level for Group by selecting None. When you leave the Summarization tab header, the system automatically closes the gap, so that Subaccount, which was the third summarization level, moves up to become the second summarization level.
You can continue customizing the report by clicking another tab header, or you can return to the default activity area by clicking the Value Selections tab header.
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