Using grouping to create report types
There are several report types that can be created using grouping levels within reports. A grouping level is a way to summarize data using one or more fields.
Let's use our previous example of a report that shows all accounts created this year. From this, we can infer the following:
- A report with no grouping levels is called a tabular report. If we ran the report in our example with no grouping, it would return a list of records.
- If we added one grouping level – let's say, by calendar month – the report would return the set of records grouped by the creation month. This type of report is called a summary report since it is summarizing the data by a specific field; in this case, the created date field.
- Finally, we can group a report with two fields. Let's say we wanted to group our report by calendar month and billing state. This will give us a Matrix report since there are two levels of grouping.
We saw the tabular report...