After you create a custom table report, use the Columns and Filters ribbon for additional options. Group records by a selected column, and aggregate numerical column data with pivots.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
Columns
To reorder columns in the table report, click the Columns button in the Columns and Filters ribbon. To add or remove a column from the report, select or deselect the column.
Row Grouping
Group records by any column with Row Groups. The order in which you add columns to the group is the order in which the report groups records. For example, drag Payout Rule and Rep columns from the list in the right panel into the Row Groups section. The report groups records first by Payout Rule, then by Rep.
After you group records, you can use the arrows next to each group to explore each group and view the corresponding records.
The report aggregates numerical data for each grouping.
Pivot Mode
To aggregate numerical column data, turn on Pivot Mode. When this option is turned on, all columns that don’t contain numerical data are removed. Pivot mode maintains existing groupings in the report.