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RoxanneZiegler's avatar
RoxanneZiegler
Qrew Assistant Captain
2 months ago

Summary report & adding a total between grouping

I have a 7 fields I am summarizing.

Then I have it grouped by Salesroom and Sale date

What I would like is a total between the Salesrooms

I would like a subtotal line before the next salesroom - or at least a total for the last column.

Is this possible? 

  • Unfortunalty it is not possible with Summary Reports.

    A simple workaround is to have multiple summary reports on a dashboard where each is filtered to 1 Salesroom and maybe a total summary at the bottom of the page that isn't broken out by Salesroom or Date.

    The other option is to add a a Summary table.

    What this would look like for your use case is a new table in your app (let's call it "Monthly Metrics"). Where you would have a field for Salesroom and Sales Date.

    This Monthly Metrics would be a parent table to the table where the data is.

    Each month you can have a pipeline to create the new month record for each Salesroom and link any matching children (or children can be matched to a month as they are added).

    Now you can add standard summary fields to the relationship for each of your totals.

    Your report would then be a Table Report with custom grouping to get the subtotals.

    It's a lot more work this way, but it does give you a nice clean report with subtotals.

    -Sharon

    • RoxanneZiegler's avatar
      RoxanneZiegler
      Qrew Assistant Captain

      Thank you Sharon. Yes that sounds like a great idea with the table but unfortunately i need a course in pipelines - I have tried to work them many times without success. thanks so much for you response and time.