Change or Apply Data Grouping to a Report

This guide shows how to group data in a report.

Steps to Group Records

1. Create or Open a Report

Begin with a new or existing report. In this example I will make a report for the Person type, and group each Person by it’s Organization.

2. Add a Group

  • Open the Group and Sort Panel.
  • Click Add a Group.
  • In the dropdown list, select the data member to group by.
    • You may also group by calculated fields.

Adding a group in the bottom Group and Sort Panel

This example shows [Organization].[Search code]

📌 If you create multiple groups, use the Move Up and Move Down buttons to set group priority.

3. Configure the Group Header

  • A Group Header Band is automatically added to the report.
  • Drag the relevant field from the Field List onto the Group Header Band to display it as a heading for each group.

The field dragged onto the Group Header

✉️ You may use mail merge to format or embed the group field in a custom string.

5. Add a Summary to the Group

  • Drop a Label into the Group Footer Band.
  • Set its Summary properties to calculate totals or other aggregates across the group.

the sumCount() will show the total amount of ‘Person’ entities in each Organization

🎯 Value formatting for summaries is set independently from general formatting and takes higher priority.

Grouping helps structure your report for better clarity, enables subtotaling, and enhances readability.

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