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Help with Summary Fields and Sub-Summary Sections

Question asked by CarrieB. on Apr 22, 2015
Latest reply on Apr 22, 2015 by CarrieB.


Help with Summary Fields and Sub-Summary Sections


I'm afraid I am not yet well educated on how to get the most out of summary fields and sub-summary sections. I am trying to build some reports and can't quite figure out how to do it. I am trying to first sort by "Field X" (this field is the salesperson), then I am trying to get counts based on "Field Y". Field Y contains values from a list, so I would like to get a count for each value that occurs in Field Y underneath the sort of Field X, if this makes sense. I would then like to break the count down based on date ("Field Z"). Giving me a total count and a count based on a date range (year-to-date). Any tips are greatly appreciated!