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Using aggregation to combine data in reports

Updated on October 29, 2021

Manage reports that use complex logic by including aggregated data from other reports. In your main report, you can use aggregate functions, such as Is equal or Is less than, to include specific data from other reports.

For example, in your main report about managers, you can reference a subreport that fetches the number of all employees who directly report to those managers. You can set a filter condition to display only the managers who have more than 10 subordinates.
Before you begin: Create a report definition to use as a subreport. For more information, see Creating advanced reports.
  1. Combine the subreport data with the main report by following steps 1 through 6 in Using join filters to combine data in reports.
  2. On the Query tab, in the Edit filters section, create a filter to display specific data:
    1. Click Add filter, and in the Column source field, reference the subreport property that fetches the target data.
      For example: Enter SUBREPORT1.Subordinates_Count to reference the Managees Count property of the subreport.
    2. In the Relationship list, select a relational operator for the filter condition.
      For example: Select Greater than to filter the results to display values greater than those specified in the filter condition.
    3. In the Value field, specify a comparison value for the relational operator.
      For example: Enter 10 to display properties whose values are greater than 10.
    4. Select the Remove duplicate rows check box to discard rows that contain duplicate values.
  3. In the upper-right corner of the report definition, click Save.
Result: The report displays the data that matches the requirements specified in the filter conditions.
What to do next: Perform a test run of the report by clicking ActionsRun.

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