Report Types and Totals in the Header
A fairly common question we get in Report Toaster is how to include totals in the header.
Before we answer this question however, it's important to first understand briefly how Report Toaster reports are setup
Report Types
All of our reports in Report Toaster are categorized according to two main types - list reports and summary reports
- List reports split items into rows according to some preset rule. For example, Order Line Items is a list report that splits into one row for every item on the order. So an order with 2 items = 2 rows (e.g. order #268102 below).
- Summary reports group items according to how many rows are needed.
Totals in the Header
Due to the way the data is structured, totals in the header are only available on Summary reports.
The best way to include them then is to simply start with a report that already has them! You can then simply change the columns, filters, sorting etc to suit your needs.
Depending on the type of report you're looking to create then, here's a helpful guide of some of our List reports that have a close Summary report equivalent.
Remember - if you want totals in the header, choose one from the Summary report column (bold):
| Report Type Breakdown | ||
|---|---|---|
| List Report | Summary Report | |
| Sales | Financial Detail | Financial Summary |
| Transactions | Transactions | By Gateway |
| Customers | Customers | Customer LTV |
| Inventory | Inventory Value | Inventory Value by Location |
| Inventory History | Inventory History | Inventory Value Over Time |
Otherwise, if you still need help in creating totals in the header, reach out to us at support@cloudlab.com, and we'll be glad to get you sorted.