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Aggregate Data in a Custom Report


To aggregate data in a custom report. The aggregation tool allows you to group data by count, sum, min, max, or average.

Things to Consider

  • Required User Permissions:  'Admin' level permissions on the company level Reports tool and 'Admin' level permissions on the tool that is being reported on. 
  • You can not aggregate on a tab that has not been grouped.


  1. At the Company level, navigate to the Reports tool.
  2. Click Edit next to the report you want to aggregate data for.
  3. If the report has not yet been grouped, select the Group By drop-down menu to group the report.
  4. Click the fx in the column and select one of the following (for numeric values): count, sum, min, max, or average. 

    Once the report is created, you will see the count, sum, min, max, or average of the values at the bottom of the column.  For field types that are not a numeric value, you have the option to aggregate by count. 



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