Click Add.
The Select a Field to Group By dialog box appears. For field definitions, press F1.
From the Select a record type list, select the record type that includes the field you want to group by.
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The field to group by is the field that specifies how information is pulled into a report. For example, if you want to run a report on all opportunities by product name, you select the Opportunity Product for the record type and the Name of the field you want to group by. |
From the Fields list, select the field you want to group by, and then click OK.
The section appears in the Define Sections box and includes a section header and footer.
Click the section you added. For example, if you added a section to a new template, click Section 1.
The Section Behavior box (to the right of the section list) changes to the Group Behavior box. For field definitions, press F1.
From the Sorting list in the Group Behavior box, select a sorting option.
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The sorting option specifies the order in which information is pulled into a report. For example, if you want to run a report on all contacts, you can specify whether the contacts display in ascending alphabetical order (from A to Z) or descending alphabetical order (from Z to A). For more information about defining options for a section, see Setting options for a section in a report template. |
Adding and removing a report section
To add a report section to a report template
The report appears in the Report Designer.
Double-click any header to display the Define Sections dialog box. For field definitions, press F1. For information about report sections, see Understanding sections in report templates.
Click OK.
The section appears on the layout designer.
To remove a section from a report template
The report appears in the Report Designer.
Double-click any header to display the Define Sections dialog box. For field definitions, press F1. For information about report sections, see Understanding sections in report templates.
From the list of sections, select the section you want to remove, and then click Remove.
Click Yes to confirm the deletion, and then click OK.
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You cannot delete or change the order of the five default sections: Report Header, Page Header, Detail, Page Footer, and Report Footer. |
The section and its corresponding header and footer are removed.