Improvements to Report Summary and Grouping

TMarquardt · 06/18/22

A few things that would improve Report Summary and Grouping:

Ability to format the summary data (IE into $ format)
Grouping by contact column
Pull summary data as a metric into a Dashboard

Thanks!

Sara Campbell · 06/27/22

YES - and to be able to control the column layout once grouped - the Primary Column stuck feature is frustrating in many instances.

Peter Spung · 09/02/22

YES AND - be able to group and summarize by count AND percent of total. Imagine if...in the attached, mocked up an existing count by group report to include percent of total.

Of course, we'd need to be able to control the number of decimal places, if the percent of total is in the same or additional column, it the same column, the ordering of the count and percent of total, etc.

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Cleversheet · 10/17/22

@Peter Spung我可以foresee a case where use of a filter could result in percent totals not adding up to 100%. I wonder if the new option were instead titled “Percent of Displayed Total”? Or should that be an additional rather than instead option?

Cleversheet · 10/17/22

@TMarquardtI like all your ideas.

In order to achieve presenting a [Summary Field]# in dollar format—with commas where they belong—I’ve had to do a multi-stage workaround (that necessitates adding a “fake” tiny decimal value) and involves a very complex formula.

(Contact me if interested to see how I did this.)

Erica L. · 04/05/23

Yes, would be great if we could Group a report by the Assigned To column when the same column at the source sheets is a Multi-Select please! Thank you.

Warren D · 04/18/23

+1 for these features, especially using a summary report as the data source for a widget on a dashboard.

Additionally I would like to be able to add new non-summary sheet columns to a summary report to augment the summary sheet fields.

We want to give everyone the flexibility to use a sheet however they like, but have a consistent set of summary sheet fields which we can roll up in a summary report, and subsequently use this as a data source for dashboards, but we can't add new columns unless they are already present in the summary sheet. Thanks!

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Improvements to Report Summary and Grouping

Idea Submitted·Last Updated06/18/22

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