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Summary report on a number of checkboxes

  • 1.  Summary report on a number of checkboxes

    Posted 02-13-2019 16:27
    I have a table which contains a number of different checkbox fields. Any combination of those fields can be checked on each record.

    I want to create a report which totals the number of records on the table for which each checkbox field is checked. Ideally I would also be able to drilldown on each different checkbox field. Is there a way to do this?


  • 2.  RE: Summary report on a number of checkboxes

    Posted 02-15-2019 14:58
    Hi Alex,

    For your summary report on the number of checkboxes would you want it to show each checkbox as an option and then the number of records that have that checkbox checked with the ability to click on that and see the full list of record or are you looking for a summary that calls up each possible combo and how many records land in each combination?


  • 3.  RE: Summary report on a number of checkboxes

    Posted 02-15-2019 15:16
    Hi Evan, 

    I don't need every possible combo, I just want it to show the number of records that have each checkbox checked with the ability to click on that and see the full list of records.


  • 4.  RE: Summary report on a number of checkboxes

    Posted 02-15-2019 16:07
    Hi Alex,

    Typically a summary report will try to break down each combo possible in the fields added.When it can be a number of different checkbox fields I have created reports by making use of a master parent record. Essentially I create a table with 1 record in it that is my master record. Then I relate all the records in my original table to that one record in the master parent table. Then you can create a summary field that gives you number of records that have a specific checkbox. Then you can add as many summary fields as you need to match up to every checkbox. Then you have a report which will just have each checkbox count and clicking into the totals will take you to a report filtered down to just those records. 

    For getting them all related I usually make a formula numeric field and set the formula to just be a value of 1. Then I change the field type over to a numeric field with a default value of 1 so any future records will be automatically related. This way you can get a report that is narrowed down on just what you are looking at. It will just live in that master parent reporting table. I hope this suggestion is helpful Alex.