Overview

Some data fields in your report can be summarised further into: Maximum (Max), Minimum (Min), Average (Avg), Sum, and Count, the same functionality you can do in spreadsheets. When you include columns or fields (e.g. contains numeric values) in your report which can be further summarised, the system will add the fields under the SUMMARISE DATA section of the Report Builder page, and you have the option to select the required function you want your data to be generated.

Example 1

In this example, you have the option to set the Invoice or Fee Amount to be summarised as Sum.

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If you’ve set some summary for your data or fields, you have the option upon generating your report to give you the Data and Summary, Summary Only, or Data and Summary in Separate Files.

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