Usage
While editing a report you can choose to group the data by rows and/or columns. When you do this the system does the counting for you and simplifies how you look at your chapter data and drill in the details of any report.
Platform
Chapter Management Hub
Watch the video
Steps
Group rows by drag and drop
1. In edit mode, find the field under Columns you want to group by. Click on the field and drag and drop it under Group Rows. This will group the data by that field.
Group rows by adding a field
1. Click on add group and type the field name you want to group the data.
Group columns by drag and drop
After you have grouped the data by rows, you can then group by columns. This will create a grid on your report, summarizing your data in unique ways.
2. Find the field under Columns you want to group by. Click on the field and drag and drop it under Group Columns.
Group columns by adding a field
2. Click on add group under the Group Columns area and type the field name you want to group the data.
How to remove a grouping
3. If you do not like a grouping, you can remove it three different ways:
Dragging and dropping the field to Columns.
Clicking the X to remove the field from the report.
In the table, click the dropdown carat and select Make a Detail Column
Things to know
You must group by rows first, then you can group by columns.
You can group by multiple rows and multiple columns.
If you do not like a grouping, you can move them back to columns or delete the field from the report.
Best Practices
Drilling into a report
Once you have grouped by rows and columns, you will see a table. This table allows you to drill into the data in a precise way by clicking on the intersection of the table.
Toggle on/off Detail Rows
When you have grouped by rows only, it can be beneficial to toggle the detail rows on or off to simplify your view of the data. You can add the details back by toggling the feature back on.
How to get help
Reach out to your regional manager (RM) or chapters and regions community manager (CRCM) for additional support.