What is a Summation Report with Details?

A summation report with details is a report that has two aspects to it:

  • The Summation - The graph and visual aspects
  • The Detail - The Rows and Columns of Information below the graph

1. Select 'Create Report' from the Reports Module drop-down

Select Create Report

2. Select the 'Summation with Details Report' Option

Select Summation with Details Report Option

3. Select the module you would like to base your report on

In this example, we will create a report based off the 'Jobs' Module. 

Once done, click next. 

4. Define what information you would like to report on

Step 1: Select the folder you would like to search for a value to filter on. By default, this is the core jobs module folder, which will have your required values. This is always the folder at the top. Folders that sit below are related folders. 

Step 2: In the 'Available Fields' menu, search for the value you would like to filter on. In this case, we will filter Jobs by 'Date Created' and select this value. 

Once done, click next. 

Define Report Filters

5. Set Filter Parameters

This is where you can define in your filter, what value your 'Date Created' field should be filtered by. In this case, we will set the value to 'This Year' as below, and set the report to be a 'Run Time' by selecting the check box as well. Run time means that once you generate the report, you can change the filter value to filter on different date ranges without having to edit your report again. 

Once done, click next. 

Set Filter Parameters

6. Group your report values

Grouping allows you to visualise your data within your report. In this example, we will group by 'Month: Date Created' and 'Status' of the Job. To place these values in the grouping window we need to search the 'Available Fields' window as before once more to find our values and then select them. 

Once done, click next. 

Grouping your report

7. Choose display summaries

Some of your display summaries will be auto-selected for you based on the grouping that you have set. However, it is always handy to add a 'Count' summary option will will provide you with a count of the values as your hover over your graph. 

Once done, click next. 

Report Summaries

8. Choose your display columns

Your display columns are where all your columns and rows of grouped information will sit. This is known as the 'detail' part of your 'Summation Report with Details.' The graph above your report is your 'Summation.'

Related Folders

When selecting your display columns, most of your column values will be in your core Jobs folder which is by default selected for you to search the 'Available Fields.' However, if you need to find information that does not reside in the Jobs folder (top left window), you can look below you top folder to see the related folders. These will hold more information such as:

  1. Assigned To User Folder
  2. Company Folder
  3. + More related folders

Once done, click next. 

Choose display columns

9. Select your chart type

The most commonly used chart types are 'Vertical Bar' and 'Horizontal Bar.' The Horizontal Bar is useful if you have a lot of data to display, as this report tends to space out values more clearly for larger data sets. 

You can also give your report a description. 

Once done, click next. 

Select chart type

10. Give your report a name

Give your report a relevant name. 

Give your report a name

11. Click Save and Run

Clicking 'Save and Run' will then display your report. you may also select preview if you need to preview the report first, and then make further quick edits before fully saving the report. 

Report Summation Chart

12. Details of Report

Your report's detail will sit below your graph:

Report Details

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