---
schema_version: "1"
id: 9fecee894af2a647034af892a21bf3ecd715a501aef627692018d0bac7cefb74
title: Summarize Report Data
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_builder_fields_summaries.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields_summaries.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fc20b3328f889d8b01c4c3954bd980f80137e82c377c78291beccf3466fa88b3
description: When you want to know sum, average, highest, or lowest value of a numeric column (like Amount, Age, or Probability), summarize the column. Summaries calculate subtotals for every group in a report, as well as a grand total for all report data.
products:
  - Cross Cloud
release: "264"
---
# Summarize Report Data

When you want to know sum, average, highest, or lowest value of a numeric column (like Amount, Age, or Probability), summarize the column. Summaries calculate subtotals for every group in a report, as well as a grand total for all report data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d20653e88">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d20653e88 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d20653e88 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>

              </dl>
            </td>

          </tr>
        </tbody>
      </table>

Summarize report data from the report builder (in Lightning Experience).

1. Edit a report.
2. Find the numeric column you'd like to summarize. Click **![the more actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/report_builder_group_menu_arrow.png)** | **Summarize**, and then choose how you'd like to evaluate the data: **Sum**, **Average**, **Max**, **Min** (1).
    
    A check mark appears next to already-applied summaries. Click You can apply all four summaries at once.
    
    ![Report with a numbered callout showing how to access the summarize options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_reports_builder_summarize_1.png)
3. If you don't see the **Summarize** option, it means that the column isn’t numeric. To add a numeric column, expand the **Fields** pane and either double-click a numeric field or drag it into the Columns list.
    
    Each field's type is denoted by an icon directly to the left of the field name. Numeric fields are identified by a number sign (![Number sign denoting a numeric field](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/reportbuilder_fields_button_number.png)).
4. Optionally, there’s a second way to summarize a numeric field (2).
    1. From the Columns section of the OUTLINE panel, click the numeric field you want to summarize.
    2. Then, select the summary function you wish to calculate: **Sum**, **Average**, **Max**, **Min**.
    3. Click **Apply**
        
        ![Report with a numbered callout showing how to summarize data from the Outline pane](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_reports_builder_summarize_2.png)

For each group in the report, every summary you apply appears as a subtotal. At the bottom of the report, summaries appear as a total (3). The report builder preview displays data for a limited number of records. Save and run the report to see everything.

![Report with a numbered callout showing summaries in the report preview](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_reports_builder_summarize_3.png)

When viewing the report on the run page, summaries also appear at the top of the report (4).

![Report run page showing summaries at the top of the report](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_reports_builder_summarize_4.png)

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_example.png)

Example After building a basic opportunity report grouped by Stage, you can find yourself wondering what the sum and average amounts are for each stage.

No need to add amounts together. No need to write a formula. Instead, summarize the Amount column. Click **![the more actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/report_builder_group_menu_arrow.png)** | **Summarize**, and then choose how you'd like to evaluate the data: **Sum**, **Average**, **Max**, **Min**. For this example, choose **Sum** and **Average**.

#### See Also

- [Report Fields in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_builder_fields.htm&release=264.0.0&type=5 "The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can create, edit, and delete.")
- [Subtotal Report Results in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_subtotal.htm&release=264.0.0&type=5 "Subtotaling your reports gives you a tool to analyze trends in the data. You can group sets of information, sort the groupings, and compare subtotals for each set against the overall total. In summary and joined reports, you can also subtotal by multiple fields to give you cascading sets of information.")

## Add a Summary Field

To add a summary field:

- Double-click a number field in the Fields pane.
- Drag a number field into the preview. Press **CTRL** to select multiple fields. For matrix reports, there are drop zones before, between, and after sets of summaries. For example, the sum, average, max, and min of Annual Revenue are a set, and you can't drop a new summary field between them.
- Choose **Summarize this Field** in the column menu for a field already in the report.

To change an existing summary field, or add other summaries on that same field, click ![the more actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/report_builder_group_menu_arrow.png) next to the summary field and choose **Summarize this Field**.

Reorder sets of summary fields in matrix reports by dragging them. The summaries for each field move together when dragged. For example, if your report contains the sum and average of Annual Revenue, and the max and min of Probability, you can drag the Probability summaries before or after the Annual Revenue summaries, but not between. Summaries can't be placed after custom summary formulas or Record Count.

## Summarize Report Data in Salesforce Classic

The Fields pane displays fields from the selected report type, organized by folder.

A summary is the Sum, Average, Max, or Min for a number field. (Use the ![Show only number fields button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/reportbuilder_fields_button_number.png) filter to find them faster.)

To remove a summary field:

- Click its menu and choose **Summarize this Field** and deselect all options.
- Click its menu and choose **Remove Summary**.
- Drag the summary set back to the Fields pane. All summaries for that field are removed. Press **CTRL** to select multiple summary fields.