Groupings define the attributes you want to group the report summary by.

Calculations define the aggregated statistics displayed for the attributes.

Gorilla 5 dynamically generates a report summary with default calculations for all fields that can be aggregated in the report.

At minimum, the count of all items in the subject area is displayed. You can customize these calculations and group the summary data at one or more levels to improve the usefulness of your report summary.

Available calculations vary based on data type.

• For example, for all deals or all clients, the only available operator is count.
• For expected revenue, you can select between sum, average, maximum, and minimum.

You can use groupings either as rows or columns in your pivot table. If you use them as rows, calculations are the columns, and if you use them as columns, calculations are the rows.

If you add multiple groupings, you can expand the first grouping in the report summary to view additional groupings.

At any time, you can:

• Remove a grouping or calculation by clicking the Clear button   on the grouping or calculation.
• Reorder the groupings through drag-and-drop to the desired location.
• Sort the report summary by clicking the column or row header containing the name of the calculation.

As you update your groupings and calculations, the preview in the Summary tab refreshes to reflect your changes.

To add groupings and calculations to your report summary:

1. In the report settings pane on the left side of the Report Builder, select the Summary tab.
2. In the Groupings section, click the Select button  , and select the fields you want to group by, or you can enter the names of the fields directly in the Add Groupings text search field.
3. Click OK to close the Add Groupings dialog.
4. Optional: Repeat steps 1 to 4 as needed for additional groupings.
5. Optional: For date attributes, you can select the date view you want to use for the summary. To select the date view:
   1. Click the date attribute that you added as a grouping.
   2. In the Date Grouping dialog, select from Day, Week, Month, Quarter, and Year views.
6. In the Calculations section, click the Select button  &npsp;to open the Add Calculation dialog. Select the required field that you want to add a calculation for. For example, Expected Amount.
7. In the Operator field, select the aggregate operator you want to use for the calculation. Choose from the following operators:
   1. Average - Returns the average of all non-null values from the selected attribute.
   2. Count - Counts the number of instances of the selected attribute.
   3. Maximum - Returns the maximum value from all non-null values of the specified expression.
   4. Minimum - Returns the minimum value from all non-null values of the specified expression.
   5. Sum - Creates totals for selected attributes.
8. In the Caption field, enter the name of the calculation that will display in the report.
9. Click Confirm.
10. Optional: Repeat steps 6 to 10 as needed for additional calculations.

You have now added groupings and calculations to your report.