Grouping
In CCH Reporting, it is possible to group reports within the Reporting tab.
Full Expand
By default when a group is created, a single line is returned per group.
You can group the reports by any column header, dragging it to just above the headers.
In the example below, the reports are grouped by the Last Modified By column.
Options
Right-click on the heading group column to return a full list of options.
| Full Expand | This returns the underlying group details |
| Full Collapse | This collapses all details back to a single line. |
| Sort Ascending | This sorts reports ascending. |
| Sort Descending | This sorts reports descending. |
| Ungroup/Group By This Column | Groups can be created/removed by dragging and dropping heading columns. Alternatively, right click on a column header and select Group By this Column to create the group, or Ungroup to remove the grouping. |
| Hide Group Panel/Show Group Panel | The Hide Group Panel suppresses the group header, leaving the grouping intact. Alternatively Show Group Panel reveals the group heading. |
| Group Interval | Group the reports by dates or type of report (Smart Reports or not). |
| Show Column Chooser | Add a column or columns to the Column Chooser window to customise layout. This is similar option to Field Chooser. |
| Best Fit/Best Fit (all columns) | These extend or reduce the columns width. |
| Group Summary Editor |
Allows the grand total to be expressed as Max, Min, Average and Sum and to define the display order. This can be accessed by right clicking and selecting ‘Customise’ for any total. |
| Filter Editor | This allows to filtering of the grid |
| Show Search Panel | The Search Panel will show above the grouped header. |
Alert: Once one of these options is selected within Reporting, it remains set for all groups until it is changed.