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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