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T Analyst - Adding grouping levels to summary reports

by Community Manager ‎04-02-2016 12:26 PM - edited ‎25-10-2016 03:04 PM

You can add extra grouping fields to summary reports to drill down to additional levels.

 

  1. Go to Reports tab and selectc Summary Reports.

Home page - reports.JPG

 

 

2.  Find the report name and select edit icon.

 

Summary reports - edit report.JPG

 

3.  To add more grouping levels, select criteria from drop down menu against Subgroup 2 and/or Subgroup 3.

 

 Summary reports - add groups.JPG

 

4.  Select Save.

Summary reports - edit report save.JPG

 

5. Additional grouping fields will now be shown in summary report.

 

 Summary reports - added groups.JPG