Converting a list report to a summarized report

You can convert a list report to a summarized report by summarizing the values in one or more columns, or by selecting to include a column of row counts. Summarized reports display summary counts, totals, or averages, and you can drill down to supporting information.

  1. Run the report that you want to convert.
  2. From the Actions menu of the Report Viewer or Report Editor, click Summarize.
  3. On the Summarize form, specify how you want the column values summarized. You can select one option for each column. Depending on the data type of the column, the following options are available:
    • Do not include – Removes the column from the report.
    • GROUP BY – Groups summarized values by the values in the columns.
    • COUNT – Displays a count of the number of rows with a non-null value in this column for each group.
    • COUNT DISTINCT – Displays a count of the number of unique values in this column for each group.
    • SUM – Displays a total for the values in this column for each group.
    • MAX – Displays the highest value in each group.
    • MIN – Displays the lowest value in each group.
  4. Specify the sorting options for the columns. For each column, you can select one of the following sorting options:
    • No sorting
    • Lowest to highest
    • Highest to lowest
  5. If you are sorting results by more than one column, specify the sort order for columns by dragging and dropping the column higher or lower in the list.
  6. Select the Include a column of row counts check box to add a column of row counts to the report.
  7. Select the Expand all group sections by default in initial display check box to expand all group sections when the report opens in the Report Viewer. If you do not select this option, group headings are collapsed when the report results display.
  8. Select the Do not display group headings check box to exclude group headings in the report results. The results display in a format similar to a spreadsheet without subtotals, sub-averages, or similar values.

    This option provides the most flexibility for sorting the results. When results are grouped, restrictions limit how you can sort results. For example, the first n-1 GROUP BY columns must be the first columns in the sort order.

  9. Click Apply changes to convert the list report to a summarized report.