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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition by Paul Goodey

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Groupings

Groupings can be added to summary, matrix, and joined reports to group together sections of report data. For example, you might want to group accounts by the number of employees that the account has.

To add a summary field, follow these steps:

  1. Drag a field from within the Fields pane.
  2. Drag the field into the grouping section of the Preview pane.
  3. Wait for the loading dialog to complete.
  4. Observe what the field is showing on the grouping section:

    Groupings

This will produce a report showing the grouped sections, as shown in the following screenshot:

Groupings

Summary ...

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