Summary Tab (Defining EAR and Cross-Publication EAR Reports)

A Summary Report may be useful to display above the Detail Report. Configuration elements on this tab are similar to some on the Fields tab.

Title: Enter a title for the summary report.
Records: Enter a number to limit the number records returned. If this field is blank, the system will return all applicable records.
Repeat the following steps for each field to be added to the Summary Report.
1. Field: Select the field using the drop-down list.
2. Description (optional): By default, the field name appears. Enter new text to display as the column header.
3. Sort: Check the box to allow a viewer to sort on this column when the report is run. (A clickable triangle will appear after the column header text on the report.)
4. Function: Use the drop-down list to select a function to apply to the field selected in step 2a. (If functions are used, a function must be selected in each row.)
  - Count: Counts the number of values in the related field. Can be applied to all value types.
  - Count Distinct: Counts the distinct number of values in the related field. Can be applied to all value types.
  - Maximum: Identifies the largest value in the related field. Can be applied to number value types. If applied to text values, identifies the term that starts with the letter closest to Z. (If applied to date values, no results are returned.)
  - Minimum: Identifies the smallest value in the related field. Can be applied to number value types. If applied to text values, identifies the term that starts with the letter closest to A. (If applied to date values, no results are returned.)
  - Sum: Adds all values in this field (column). Can be applied to number value types.
  - Sum Distinct: Increments the count once for each unique value (ignoring duplicates). Can be applied to number value types.
  - Group: Groups like values when report is run. Can be applied to all value types. (Group by time frame options below are more effective for date values.)
  - Group (by time frame): Multiple time frame options. Select the applicable option to group data by time frame. Can be applied only to date values.
    - Days Old: Can be applied only to date values.
    - Average (Days Old): Calculates the average of Days Old values in the related field. Can be applied to number value types. Can be applied only to date values.
    - Sum (Days Old): Calculates the sum of Days Old values in the related field. Can be applied only to date values.
5. Format: Select a format for field value output using the drop-down list. This option applies to date values or when a function resulting in a number is selected. (Gauge options impact Gauge tab.)
Add Subtotals: Check this box to display subtotals and their total.
Add Deltas: Check this box to add delta rows to the report. A row is inserted between each data row where the change between the two row values (in number and percentage) appears.

Icons: The list of fields may be edited using icons to the right of the list items: Delete (red X), Add Above (arrow indicating above), Add Below (arrow indicating below), Advanced Field Settings (gear), and Reorder (up and down arrow).

Note: At least one of the four key areas: Fields, Summary, Chart, Gauge must be configured for a report. (Settings on these four tabs are independent of each other with separate field selections for each one. Fields available for selection on these four tabs are from sources selected on the Data Sources tab.)