Group

Grouping in salesforce reports

Grouping in salesforce reports
  1. What is grouping in Salesforce report?
  2. What is grouping in a report?
  3. How can you group data in a report?

What is grouping in Salesforce report?

Group data in columns or rows in summary, matrix, and joined reports to display meaningful information. For example, group opportunities by Close Date to see closed opportunities or group cases by product to see the number of cases for each product.

What is grouping in a report?

You can group report data by columns or rows you select, to help you better understand the data. You can also set reports to automatically display the sum, average, maximum, minimum, or count of data in a column.

How can you group data in a report?

Right-click any value in the field on which you want to group. On the shortcut menu, click Group On.

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