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V26.1
  • Report Summary Scopes

    • 2 minutes to read

    To check whether a report element contains a summary, select the element in the Report Designer (1), open the PROPERTIES panel (2), and expand the Summary section (3):

    Identify Summary Elements

    Check the value of the Running option to identify the element’s summary scope:

    Value Summary Behavior
    None Does not calculate a summary. The element displays its value as is.
    Group Calculates a separate summary for each group using records within the current group.
    Page Calculates a summary for all records on the current page.
    Report Calculates a summary using records in an entire report.

    When you add summaries using the Report Wizard, the summary scope determines which footer band displays each result:

    • A Group summary appears in the Group Footer band, after all records in each group.
    • A Page summary appears in the Page Footer band, after all records on each page.
    • A Report summary appears in the Report Footer band, after the last report record.

    Reset a Summary

    To convert a summary to a standard report element, reset its scope:

    1. Select an element (1) and open its properties (2):

      Report Summary - Element Properties

    2. Click the small box next to the Summary section and select Reset from the drop-down menu:

      Report Summary - Reset

    Tip

    To remove a summary completely, delete the corresponding report element or the entire container band.

    Summary Expressions

    Summaries use all records displayed within their Running scope. To calculate a total for a subset of records without hiding other records, assign an aggregate expression to the element’s Text and leave Summary > Running set to None.

    Tip

    Place elements with aggregate expressions in Footer bands instead of the Detail band to avoid repeating the same result for every record.

    For example, a price book can list all items but display a count of only the items in stock. Use the following expression instead of a summary:

    [][[UnitsInStock] > 0].Count()
    

    Refer to the following help topic for detailed information on expression syntax: Expression Syntax.

    See Also