Grouping Data Using Reporting Values

You can use Groups 1 to 5 in the reporting values to create Smart Totals. The templates have been designed to automatically sub-total these groups by the Field API Name.

For example, if you wanted your balance sheet to be sub-totaled by Trial Balance Level 3 you would use Groups 1 to 5 as follows:

Balance Sheet sub-totaled by Trial Balance Level 3

Reporting Value Name	Type/Template Key	Field API Name
Trial Balance Level 2	Group 01	c2g__GeneralLedgerAccount__r.c2g__TrialBalance2__c
Trial Balance Level 3	Group 02	c2g__GeneralLedgerAccount__r.c2g__TrialBalance3__c
General Ledger Account	Group 10	c2g__GeneralLedgerAccount__r.Name
Home Value	Sum A	c2g__HomeValue__c

And the report would look like this:

Report output

Trial Balance Level 2	Trial Balance Level 3	General Ledger Account	Home Value
Current Assets	Bank and Cash	Barclays Bank Account	1000.00
Current Assets	Bank and Cash	Bank of America Account	1500.00
			2500.00
Current Assets	Accounts Receivable	AR Control	2000.00
			2000.00
Current Assets	Inventory	Hardware	3000.00
			3000.00
Total			7500.00

Alternatively you may prefer to use Groups 10 and above to provide the same level of grouping, but without the sub-totals.

Grouping by Groups 10 and above

Reporting Value Name	Type/Template Key	Field API Name
Trial Balance Level 2	Group 10	c2g__GeneralLedgerAccount__r.c2g__TrialBalance2__c
Trial Balance Level 3	Group 11	c2g__GeneralLedgerAccount__r.c2g__TrialBalance3__c
General Ledger Account	Group 12	c2g__GeneralLedgerAccount__r.Name
Home Value	Sum A	c2g__HomeValue__c

In this case the report will still display the Trial Balance Hierarchies but not the sub-totals, like this:

Report output

Trial Balance Level 2	Trial Balance Level 3	General Ledger Account	Home Value
Current Assets	Bank and Cash	Barclays Bank Account	1000.00
Current Assets	Bank and Cash	Bank of America Account	1500.00
Current Assets	Accounts Receivable	AR Control	2000.00
Current Assets	Inventory	Hardware	3000.00
Total			7500.00