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Grouping subtotals and grand totals

Key Takeaway

Group the report rows, then summarize a numeric column. Salesforce shows each summary as a subtotal for every group and as a grand total for all report data.

Grouping sorts report rows into sections based on a field, such as Stage or Priority. When you summarize a numeric column, Salesforce calculates a subtotal for every group and a grand total for all report data. You get these totals without adding numbers by hand or writing a formula.

Where subtotals and grand totals come from

Subtotals come from two pieces working together. The first piece is grouping, which splits the records into sections. You add a group from the "Add group" dropdown. The second piece is a summary on a numeric column, such as Amount, Age, or Probability. The summary tells Salesforce what to calculate for each section.

Each summary you apply appears as a subtotal for every group and as a grand total at the bottom of the report. On the run page, the summaries also appear at the top of the report.

For example, imagine a case report grouped by Priority, with the Age column summarized with Average. Each Priority group shows a subtotal: the average Age of the cases in that group. At the bottom of the report, the grand total shows the average Age of all the cases in the report.

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Describe the options available when creating or customizing a report or report type (join objects together, with or without records, renaming the fields, formulas, bucket, join reports, chart settings, hide details, grouping totals, troubleshooting fields at a high level)

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Report versus report type

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Standard versus custom report types

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Custom report type object joins

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Report type with or without records

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Report filters and filter logic

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Cross filters on reports

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Grouping subtotals and grand totals

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Hide details on grouped reports

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Bucket fields on reports

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Report chart settings

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