Pivot and summary views

Lay figures out in rows and columns with totals, or summarise them in groups.

Pivot

A pivot lays figures out like a grid: one field down the side, another across the top, and a value in every cell. For example, products down the side, months across the top and sales in the cells.

1. Choose New report > Pivot.
2. Drag fields to Rows and Columns. Date fields can be grouped by month, quarter or year.
3. Drag one or more numbers or measures to Values.

Switch row and column totals on or off, and colour cells by size so the big numbers stand out. With several values, each cell shows them side by side, such as sales, cost and margin.

Summary

A summary groups rows and adds up each group, like a report with subtotals. Choose one or more fields to group by and the values to add up. Each group can be opened to see the next level.

Table

A table view shows the rows themselves, with the columns you choose, sorting and filters. Use it for lists such as "Overdue invoices".

Export

Pivots, summaries and tables export to Excel, CSV and PDF like any report.