Aggregate report dataLast updated on 09/09/2022
Use column aggregation tools to calculate details about specific report columns like column totals, column averages, total number of entries, total number of unique entries, or maximum and minimum values for items in a column.
For example, you can set column aggregates so that every time you run a jobs report, you immediately see the total number of different customers, the largest invoice subtotal, and the average income earned per job. These metrics can provide a quick snapshot of your business performance.
Things to know
The available aggregation calculations for a column are based on the data type. For example, for a column of text entries like customer name, the Average and Sum calculation options are not available.
Column aggregation settings are retained when you save a report.
True/False metrics (like the Converted report column in the Jobs template) will always display the count of total report rows and are not expected to display the count of only 'True' values.
Click Export above your report results and select Export only aggregated data to download just the aggregate values of your report.
Add column aggregation calculations
To add column aggregation calculations to a report:
Click the dropdown at the bottom of the columns you want to aggregate and select a calculation:
Count—Total number of entries
Count Distinct—Total number of unique entries
Sum—Sum of values
Average—Sum of values divided by the number of entries
Minimum—Smallest numerical value
Maximum—Largest numerical value
None—Remove aggregation calculation
When you’re done selecting calculations, click Run Report. The aggregate results appear at the bottom of the columns you added calculations to.
Click Save Changes to use these aggregate settings the next time you run the report.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
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