Grouping fields in custom reports

Use the following steps to group fields in custom reports.

See About grouping fields in custom reports.

To group fields in custom reports

  1. On the navigation bar, click Reports.

  2. In the tree view, click Custom Reports.

  3. In the reports list, click the report that contains the fields you want to group.

  4. In the task pane, click Edit.

  5. On the properties pane, under Report Definition, click Grouping.

  6. Select the appropriate options.

    See Grouping options for custom reports.

  7. In the Group by box, select the name of the field on which you want to group data.

  8. Click Ascending to group the information in ascending order or click Descending to group the information in descending order.

  9. If you want to group on additional fields, in the Then group by box, repeat step 7 and step 8.

  10. Do any of the following:


    To sort fields for the report

    Do the following in the order listed:

    To set graph options for the report

    Do the following in the order listed:

    To preview and test the report

    Do the following in the order listed:

    • On the properties pane, under Preview, click Preview.

    • To test the report, on the Preview dialog box, click Test Report.

    To finish and close the report

    Click OK.

Grouping fields in custom reports