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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.

Current Placements report

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

  2. 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.

Current Placements report

  1. 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.

Current Placements report - multiple groups

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

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

Related Topics

Report Options

Reports