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CCH Software User Documentation

Inserting a Group Total in a Layout

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How to insert a Group Total into a Layout

Insert a Group Total in a Layout

Ensure you are in the Report Designer window.

  1. For each field that you want to total at the group level, click and drag the field from the Available list of the Fields area and drop it in the appropriate position in the group footer area.

    Field Selector

  2. Click on the field to select it, then locate the Summary properties in the Properties area.

Smart reports - Smart Reports - report designer tab - group and summary.PNG

3. Use the lists to enter the value shown below for each of the properties:




SummaryFun Fun This property tallies with the operation which is running i.e. count, average, minimum, etc



This property tallies the individual values and reports the total for the whole group.



This property tallies the group totals to provide a ‘running’ total.



This property determines the type of total and its availability for further summing in the report.



Note: Group Totals most often appear below the data for that item, the text box is dropped immediately below the data field and its column headings. The task of aligning items within a layout is best done when all the items are inserted in it.

Note: You can only sum data that is numeric.


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