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Create a Summary Report

How to Create a Summary Report in Salesforce

Create a Summary Report

Create a Summary Report

A summary report groups and calculates Salesforce data.

  1. Customize any tabular report to make it into a summary report.
    Create a Summary Report
  2. Click the arrow to the right of the column you want to group by.
  3. Select Group by this Field.
    Create a Summary Report

    Salesforce groups the records in the report.

  4. 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.

  1. Click the Date field arrow.
  2. Select Group Dates By and select a date interval.
    Create a Summary Report

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.

  1. Click the arrow to the right of the column you want to group by.
  2. Select Summarize this Field.
    Create a Summary Report
  3. Check the calculations you want.
  4. Click Apply.
    Create a Summary Report

The report now displays the calculation you specified.