What is a Reporting Value?

Group

A reporting value type of Group represents a string or date field on the object being reported that is used to group the records.

The related reporting data range type must be set to "Summary".

In some circumstances, the group value can be displayed as text on the report output. For example, when reporting on transaction lines you may want to group by the General Ledger Account field, or by one of the Trial Balance or Balance Sheet Hierarchy fields.

Some object fields, like the Name field on an object, have a field type that does not support grouping. For example, if you are reporting on transaction line items you cannot use the transaction line item ID (API field name Name) field for grouping. But you can use the associated GLA name field (API field name c2g__GeneralLedgerAccount__r.Name where r represents the relationship).

You may be able to use a Salesforce schema explorer to see if a field is groupable or not. For more information, see "Considerations When Using GROUP BY" in the Salesforce developer documentation.

Note:

Salesforce have imposed some restrictions on the kinds of fields you can group by. For example, you cannot group by formula fields.

Sum

A reporting value type of Sum value represents a numeric field on the object being reported whose numeric values will be summarized and displayed on the report for each group (or combination of groups).

The related reporting data range type must be set to "Summary".

Count

A reporting value type of Count represents a field on the object being reported that is used to count the records.

• The related reporting data range type must be set to "Summary".
• The reporting value type must be "Count", the template key must be set to A and the field API name to "Id".
• The related reporting template must be Template 0 TF0000000000000.

The above information relates to Summary reports only. The count feature on selected Detail reports works differently and it doesn't involve reporting values.

A reporting value type of Detail simply displays the value of the selected field for all records queried. Used to create detail reports.

The related reporting data range type must also be set to "Detail".

Group and Sum

You can group by up to three fields on a Detail report. The reporting value must have a template key in the range 01 to 03. Grouping is controlled by the Group checkbox on the reporting value detail page. Select the checkbox to group the data by the associated field.

If there is more than one data range in the same reporting definition, make sure that corresponding template keys are related to the same field type. So, if you group by Date using a template key of 01 on the first data range, you have the following choice:

• If you use a template key of 01 on the second or subsequent reporting value, this must be related to a field type of Date as well.
• If you want to group by a field of another type, Text or Number for example, then you must use a different template key (02 or 03).

You can also sub-total numerical data within a group on a Detail report. The reporting value must have a template key in the range 21 to 30. Sub-totaling is controlled by the Sum checkbox on the reporting value detail page. Select both checkboxes to sub-total the numerical data by the associated field.

Template keys in the intermediate range 04 to 20 are general purpose keys. Use them when grouping and sub-totaling is not involved.

Sort

Sorting is only supported on detail reports. Detail reports have a reporting data range type of "Detail". You cannot sort your data by the values in a field if the related data range type is "Summary".

Sorting is controlled by the Sort checkbox on the reporting value detail page. Select the checkbox to sort the data by the associated field.

If more than one reporting value on the same data range has this checkbox selected, the template key is used to define the sort order. So, if you have account name as template key 01 and transaction number as template key 02, both with the Sort checkbox selected, then the data will sort by account name first and then by transaction number.

Sorting is always in ascending order.

Convert Value

This feature allows you to run a report that shows you both the original currency value and a converted value in org currency. This works in a similar way to the Converted Amount feature in Salesforce reports.

Value conversion is only supported on detail reports. Detail reports have a reporting data range type of "Detail". You cannot convert your currency values to org currency if the related data range type is "Summary" or if the org is in single-currency mode.

Value conversion is controlled by the Convert Value checkbox on the reporting value detail page. Select the checkbox to convert related currency values to org currency.

You can have two reporting values for the same currency field if one has the checkbox set and the other one doesn't.

See Reporting Value Fields for more information.