Aggregations

Add sums, averages, minimums, maximums, or counts for supported numeric report columns.

Aggregations calculate one summary for a numeric report column. Blue displays enabled summaries in the Summary area below the table.

A Sum summary displayed in the footer row below a report table

Supported Field Types

You can add aggregations to these custom field types:

  • Number
  • Currency
  • Percent
  • Time duration
  • Star rating
  • Formula, when the result is numeric

Non-numeric fields do not provide summary options.

Aggregation Types

Select one operation for each supported column:

  • Sum: Adds all values.
  • Average: Divides the sum by the number of values.
  • Min: Shows the smallest value.
  • Max: Shows the largest value.
  • Count: Counts records that have a value in the column.

Add an Aggregation

  1. Create or edit a report.
  2. Add a supported numeric column.
  3. In the selected column row, open the summary picker.
  4. Select Sum, Average, Min, Max, or Count.

Summary picker on a numeric column showing Sum, Average, Min, Max, and Count 5. Select Create or Save.

Select the empty summary option to remove an aggregation from a column.

Value Formatting

Blue formats the result for its field type:

  • Currency uses the field’s currency symbol and decimal rules.
  • Percent adds %.
  • Time duration uses hours and minutes.
  • Star rating uses one decimal place.
  • Other numbers use up to two decimal places.

Filtered Results

Aggregations include records that match the saved data-source filters. They also update when you apply temporary report filters.