
Create a Summary Report
A summary report groups and calculates Salesforce data.
- Customize any tabular report to make it into a summary report.
- Click the arrow to the right of the column you want to group by.
- Select Group by this Field.
Salesforce groups the records in the report.
- Repeat Steps 1-3 to group by additional fields, if desired.
The summary report is created from the fields you selected.
Group by Date
If you're grouping by a date field, you can also specify a date interval to group by.
The fields are grouped by the date interval you selected.
Summarize a Field
Once a report is grouped, you can calculate any numeric information it contains.
- Click the arrow to the right of the column you want to group by.
- Select Summarize this Field.
- Check the calculations you want.
- Click Apply.
The report now displays the calculation you specified.