Group Report Data

Use a report pane or window to group data in a report.

To group report data

1. Open a report pane or window.

2. Click a column heading, drag it into the space above the column headings, and drop it. AIM groups the accounts on the specified column.

3. To view the accounts in a group, click the plus sign (+) next to the group to expand it. The following example shows the report grouped by tier.

4. To add a group within a group, expand a group, click a column heading, drag it into the space above the column headings, and drop it. The following example shows the report grouped by tier and name.

5. AIM sorts the groups in ascending order by default. To change the sort for a group, click the group heading.

6. To delete a group, click the group heading and drag and drop it back into the query results space.