Group fields are used to split the display up by a chosen Field. It also can be used to prevent Duplicate Data field entries to be repeated. The Groups are highlighted by using a shade of colour over the Text.
For example, new Borrowers for a time period, grouped by Borrower Type and then by Borrower Group
It displays with the Students categorised and highlighted by the first grouping in a dark colour, then with the second grouping in a slightly lighter shade
If the students are listed without splitting them into Group Fields, the Borrower Type and Group repeat which may be fine and takes up less space. It is a matter of choice how to display the names and whether to Group or not…
Grouping and Subtotals
Groups should be used when the report needs Subtotals and Totals so that the correct maths is done.
For example: Loans by Group or Class to get totals for each individual and a Total for each Class for the current loans
Note: when the box for Show Sub Totals and Show Totals are ticked, it’s because the report is using a Filter for the Totals:
For Numeric Totals it is usually important to have the Function set to Sum, so that the Subtotals and Totals create the Math for the Totals and Subtotals.
Ensure the Sum is selected for the Display
To split the display up by a chosen Field.
For example, new Subject Headings for a time period, split up by Marc Tags
This results in the report having the Subjects split by Marc Tags. With the Group defined as Marc Tag, you could leave out the Tag No in the display.
Without the Group of Marc Tags set, the Report displays as follows:
Group Fields should be used when the report needs Subtotals and Totals so that the correct maths is done.
For example: Loans by Class to get totals for each Class of the loans over a certain period:
Note that the Box for Show Sub Totals and Show Totals is ticked. Because the report has a Filter this is used for the Totals:
Allows the inclusion of a Page Break for each Group if required. Select on the Group Field to view the Format options. Page Break will be an option when selected as a Group Field
For example the overdues of a Class on each page