How do I use grouping and subtotals?

To group a report, add the field you want to group by as a column in the Objects & Fields step. Then turn on Enable Subtotals in the Preview step, select that field as the Group By Field and choose the Operation. The report then groups all records with the same value in that field and shows a subtotal for each group.

When are grouping and subtotals useful?

Grouping is useful when you want to see records per value of a field, with a total for each group, instead of scrolling through one long list. Some examples:

• Opportunities per source, to compare the total amount from email, social or your website.
• Tasks per user, to see the tasks of each colleague together.
• Digital activities per contact, to see all website visits and email clicks of a contact together.

How do you set up grouping and subtotals?

You set up grouping and subtotals under Totals & Subtotals in the Preview step. The field you want to group by must be added as a column in the Objects & Fields step first. Only fields that are a column in the report can be selected as Group By Field. Placing the field as the first column makes the report easier to read.

1. Go to the Preview step of the report.
2. Under Totals & Subtotals, set Enable Subtotals to Yes.
3. Under Group By Field, select the field you want to group by. Spotler CRM calculates a subtotal for each unique value in this field.
4. Under Operation, select Sum. This is the operation available for subtotals. All numeric columns in the report are added up per group.
5. Check the result in the preview and save the report.

What is the difference between a subtotal and the grand total?

A subtotal is the combined value for one group of records that share the same value in the Group By Field. The grand total is the combined value across all records that match your criteria. Both are calculated from all matching records, not only from the sample rows shown in the preview.