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.
Required Editions
| Available in: Salesforce Classic |
| Available in: Essentials, Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
| Available in: Enhanced Folder Sharing |
| User Permissions Needed |
| To subtotal report results: |
- Enhanced Folder Sharing
- Create and Customize Reports
AND
Report Builder
|
For example, if you subtotal a summary report
by Opportunity Owner, the report groups the accounts by Opportunity
Owner, lists the number of opportunities owned by
each user, and shows subtotals by Opportunity Owner for all the columns
in the report. You could further subtotal each user’s
opportunities by product.
-
Click Customize or Edit from any report.
-
In the report builder, add a summary field to the report.
Summaries show up at grouping levels as well as for individual
rows.
