Report Examples

The following examples show how you can use tally function and statistical fields to display the same data in different ways. Example I shows the difference in results when you select tally fields versus calculated fields. Example II shows the difference in results when you select tally fields versus calculated fields and use group / sort to categorize results.

Example I Tally vs. Calculated Field

The following shows the difference between using reporting fields that tally data and calculated fields.

Reporting Field Design Tally Function	Calculated Field Design Statistical Function
Locations Report for Name, City, and State	Locations Report for Counting Locations in a State
Name City State L1 Denver CO L2 Boulder CO L3 Evergreen CO L4 Wichita KS L5 New York NY	State Count CO 3 KS 1 NY 1

Example II Tally vs. Calculated Field and Group / Sort

The following shows the difference between using tally fields and a calculated field that counts locations and groups results by city.

Reporting Field Design List Functions	Calculated Field Design SQL Query and Grouping Functions
Locations Report for Location and City	Locations Report for City with Count Grouped by City

How To Design a Simple Report Without Calculated Fields

Extensive instructions on using the Reports section in the Enterprise portal are provided in the Reports section. Here is a brief review of two report types.

To design a simple report to display locations and their city:

1. Go to Reports > Designs. Add a Location report.

2. Select the Source: Organization > Location and click Save.

3. Under Columns, add Business Name (Location) and City.

4. Click Save and View.
   Results list each location and city. Refer to the following example.
   
   

How To Design a Report to Count Locations in Each City

To design a report to count the number of locations in each city:

1. Use the same design from above. Under Columns, keep the check box for Location (Business Name) selected and clear the check box for City.

2. Add the Count calculated field. Click on the field and specify Tally Functions as Group: Count and Report: Sum.

3. Under Group / Sort, add City. Select check box to Group by City.

4. Click Save and View.
   Results list each location , grouped by the city it resides in, with a count of the locations.