Summary Reports

Summary reports (also referred to as matrix reports) show a count or a total of data by row groupings and column groupings, similar to a pivot table.

To create a summary report:

1. Create a report using either the wizard or the manual method.
2. On the Report tab, set the Report type to Matrix.

3. Go to the design tab.

   If you specified two or more groupings in the wizard:

   1. Select one grouping and set the Axis field to Rows.
   2. Select another grouping and set the Axis field to Columns.

   If you didn’t specify two or more groupings in the wizard, or if you used the advanced method:

   1. Choose the first field you want to group by and set the Group field to 1 and the Axis field to Rows.
   2. Choose the second field you want to group by and set the Group field to 2 and the Axis field to Columns.
4. Choose the field you wish to use for the total (e.g. to get a count of learners for each group, choose TRAINEEID) and set the Axis field to Total.
5. Save and run the report.

Please note that when you are setting the row and column groupings, you can group on multiple fields for rows and columns.