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Introduction

When you create a summary report, it requires configuration to display data to the user the way you want it to.

This example configures a Customer Purchase Summary report. It starts with an existing created report and applies the following updates:

• Make the Customer ID a parent group and the Order ID a child group.
• Add aggregate functions to the report to display total orders per customer and total amount per order.
• Add a header to the report.
• Apply style formatting to different parts of the report.

Prerequisites

The summary report file must already exist.

Detailed Steps

Step 1. Open the report file.

Open the Summary report file rptCustomerPurchaseSummary to do further configurations.

Step 2. Make the Customer ID a parent group.

A group organizes a report dataset to provide different views. A parent group is the highest level group among other multiple groups.

To make a field a parent group, select it, click the More icon, and select Parent Group.

Enter the Query Field and click OK.

Step 3. Make the Order ID a child group.

A child group organizes the data that is a level below the parent group.

To make a field a child group, select the parent field, click the More icon, and select Child Group. Enter the Query Field and include the footer. Click OK.

Step 4. Set an aggregate function for total orders per customer.

Select the field and click the Set Aggregation icon.

Enter the Summary Field, select the aggregate function, and click OK. Options are:

• Sum: Returns the sum of all values.
• Min: Returns the lowest value.
• Max: Returns the highest value.
• Count: Returns the total number of records.
• Avg: Returns the average value.
• CountDistinct: Returns the total number of unique records.

This option uses the CountDistinct function to display the orders for each customer.

Step 5. Apply style formatting to the aggregate function.

The function is still selected. Open the style editor and configure the text display settings.

Step 6. Set an aggregate function for total amount of each value.

This example uses the Sum function to display the total amount for orders for each customer.

Step 7. Apply style formatting to the aggregate function.

Step 8. Add a report header.

Drag and drop the header from the HTML section of the Toolbox. This example uses Heading5.

Step 9. Configure the header.

Apply any desired style settings and update the caption to the text you want to use.

Step 10. Save the report.

Then, run the Preview. You can open the Reports screen and view your report right away. It should look something like this. Click the View Report button to view the report.

When you have previewed your report, it should look something like this. The data is grouped, aggregated, and formatted; and the report has a header. You can now either export/ save/ print the report.

What are the improvements over S3 Version 6?

Previously, a report schema .xsd and layout .rdlc was required and it had to be configured before creating a Report. Now, with Xelence, the process to configure the summary report is made simple with minimum configurations and various types of reports are available based on the business requirements.

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Create a Summary Report

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