Creating Summary Reports

Objectives

After completing this lesson, you will be able to:

  • Hide the Details section to create a summary report

Summary Report

Sometimes you do not want to see the details of a report at first. A summary report can be easily created from a detail report. In order to be able to create a summary report, you must first have at least one group defined on your report, as well as a summary field. Then, you need to hide the Details section so you only see the group information.

When you create a summary report, you can choose to enable users to drill down on summary information to access the underlying data. Drill-down is the capability to double-click a summary field and open a new window tab to show the behind-the-scenes data that makes up that summary. From the Section Expert you have the choice to Hide or Suppress a Details section.

Viewing the Details from a Summary Report

When you view a summary report in the Preview window, the cursor changes to a magnifying glass whenever it moves across a part of the report that represents a summary.

When you double-click with the magnifying glass, a new preview tab opens and the details behind that summary are displayed.

You can double-click as many summaries as you need (on the main report), and each one opens its own preview tab. You can close any of these drill-down tabs at any time by viewing that tab, and then clicking the close tab button (X).

Hint

After you hide the Details section to create a summary report, you may want to format the report so that the column headings labeling detailed information are displayed in the drill-down tab rather than in the Preview tab. To do so:

  • Move the Group Name field from the Group Header section into the Group Footer section

  • Move the column headings from the Page Header section into the Group Header section

  • Hide the Group Header section

Format Sections and Create a Summary Report

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