3. Summary

If you want to do a SUM of all the rows from one column, or just COUNT or AVERAGE all the rows, you are going to use the “Summary” sub-tab.

To begin creating a summary click the New button. This will create a new box above the “New” button that will contain some options that will allow to either SUM, COUNT or AVERAGE.

• Type:  Here you have three options, either SUM, COUNT, or AVERAGE.  You’ll use SUM when you want to add all the numbers in a column together. SUM only works on columns that contain a numerical value. If you want to total how many rows there are for a specific column, you’ll use the COUNT type.
• Name:  This is the name for the Summary.
• Field:  This option will allow you to select one of the columns you pulled in on the Columns Sub Tab. Begin by clicking the “–Select–” link. Doing so will bring up a popup box that will let you pick a column. Once you click a column the box will close and that column will be selected.
  
  

• Sub Total By:  If you want to break a total down even further you’d use this option. It functions the same as the “Field” option. For instance, if you want to display the total of the Amount, you’d count that in the “Field” option, and then you could use “Sub Total By” to total how many accounts are assigned to the Account (Account Owner).
  

You can Add as many Summaries as you want by clicking the New button.